Create 2 leads with 1 form

Anonymous
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Create 2 leads with 1 form

I'm looking for a way to create 2 leads with 1 form. Visitor submits their information along with their financial advisor's info and then we send both information about our products. So far I haven't figured out how to create a new lead based on the secondary (advisor) email address. Maybe not possible?

10 REPLIES 10
Anonymous
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Re: Create 2 leads with 1 form

Jason Lepes​ I would look into using lead partitions and workspaces. I know that creating lead partitions where someone qualifies for both will created duplicate leads!

Anonymous
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Re: Create 2 leads with 1 form

Thanks for the response. Just read an overview and I'm not sure that's gonna solve. These records will be related but not duplicates.

Record A (consumer) will have a field that holds record B (advisor) email address AND there would be 2 unique marketo lead records. I need to figure a way to create that second record.

Anonymous
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Re: Create 2 leads with 1 form

There may be a way to do it using the REST API. I know that by default you can create leads in Marketo without worrying about de-duping. We learned this the hard way when we set up a our Marketo hooks wrong in a form and created dupes.

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Anonymous
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Re: Create 2 leads with 1 form

You can achieve this using Marketo web hooks.

So when the form is filled, Marketo will create a new lead

In addition to that you can add a flow action and invoke a web hook that will submit 'a marketo form' behind the scene, this time with the advisor's email address and details.

See the thread at Re: Webhook to Create a new Salesforce Lead.

Rajesh

Anonymous
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Re: Create 2 leads with 1 form

Thanks Rajesh - I will test and let the group know how it turns out.

Re: Create 2 leads with 1 form

It's perfectly possible to do this with a single form, no webhooks or API calls.

If you search the Community you'll (hopefully) find my recipe from maybe a year ago that shows how to submit a form twice, once for each email address field.  If not let me know.

Anonymous
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Re: Create 2 leads with 1 form

Now to find that recipe lol

Re: Create 2 leads with 1 form

Hi Jason,

If you find it, please post the link

-Greg

Re: Create 2 leads with 1 form

I think this is the thread (from -- yikes -- a full year ago) I was remembering and the recipe.