Create Account and Opportunity Objects in Salesforce via Forms

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Level 3

Create Account and Opportunity Objects in Salesforce via Forms

Hi,


I would like to create a special refferal program, using the Marketo Forms, that will automaticaly create and account and opportunity object (Associated to the newly created Account).

Is this possible to do this via the Marketo forms? if yes, how?

I've attached below a schema of what I need to do.

pastedImage_0.png

1 REPLY 1
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Marketo Employee

Re: Create Account and Opportunity Objects in Salesforce via Forms

Marketo can only insert Leads into Salesforce.  You wouldn't be able to do this natively with Marketo.