Marketo Form & Salesforce Sync Override

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Marketo Form & Salesforce Sync Override

We do not want any information we have in Salesforce to override (I know that's not the norm). We would like the forms to go into salesforce as a new lead everytime no matter what.  Also. is there a way to get the form entry emailed to us besides creating a Trigger Campaign? Sanford Whiteman

8 REPLIES 8
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Re: Marketo Form & Salesforce Sync Override

Hi Stephanie,

You cannot get the form entries easily. The only way to do this is to have specific fields for form entries, that differ from the sync'ed ones. You just need to create these new fields and use them in forms. Then you can use smart campaigns to copy these form entry fields to the sync'ed fields only for new leads (SFDC Type is empty)

You can also force the creation on a new lead when the person is a SFDC contact using the "sync to SFDC" flow step with a queue as an owner. That will not work for SFDC leads, though.

-Greg

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Level 10 - Community Moderator

Re: Marketo Form & Salesforce Sync Override

You force every form post to create a new lead using a simple process:

1. Add a proxy email address field (not the system default Email Address but another custom field) to the form as a visible field.

2. Add the system Email Address field to the form as a hidden field with a random value.

3. In a Smart Campaign triggered on Filled Out Form, use Change Data Value to set the system Email Address to the value of {{lead.Proxy Email Address Field}}.

Now every form post will result in a new lead, and you can have unlimited leads with the same email.

"Form entry (values) emailed to us" is a simple alerting question and up to you.

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Level 10 - Community Moderator

Re: Marketo Form & Salesforce Sync Override

This technique is demonstrated at MktoForms2 :: Proxy Email

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Re: Marketo Form & Salesforce Sync Override

Is there really no other way to do this?

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Level 10 - Community Moderator

Re: Marketo Form & Salesforce Sync Override

Why would there be?

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Re: Marketo Form & Salesforce Sync Override

How do I change the email field to be hidden?

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Level 10 - Community Moderator

Re: Marketo Form & Salesforce Sync Override

Set the type to Hidden in Form Editor (right-hand side).

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Re: Marketo Form & Salesforce Sync Override

wow. Thanks! I definitely didn't notice that there.