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Select form field values from CRM

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Select form field values from CRM

Is there a way that the dropdown select values can be taken from the CRM values ?

(other than manual input)

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Level 10 - Community Moderator

Re: Select form field values from CRM

Only with a custom call into the CRM, i.e. you could run a scheduled Marketo webhook (just to avoid having a separate scheduler) that gathers the picklist values and syncs them into a {{my.token}}. Then use that {{my.token}} to populate the available dropdown values on the form.

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Level 10 - Community Moderator

Re: Select form field values from CRM

Only with a custom call into the CRM, i.e. you could run a scheduled Marketo webhook (just to avoid having a separate scheduler) that gathers the picklist values and syncs them into a {{my.token}}. Then use that {{my.token}} to populate the available dropdown values on the form.

View solution in original post