Build a List based on Matching Email Address

[Anonymous]

Hi All,

I need build a program that is listening for a data value change in a custom email field.  Then based on the field becoming populated, match the email address and add the record to a smart list.  So here is the scenario:

Person A forwards a form and landing page to Person B.  Person B fills out the form and populates a field called "Signed On Behalf Of".  Person B enters Person A's email address into this field and submits the form.  So I need to somehow match the email address in the field "Signed on Behalf Of" on Person B's contact record...with the record for Person A and add Person A to a smart list.  What Person B is doing is accepting the terms and conditions of our trial software. So when Person B fills out the form, I need to take some actions and send an email to Person A, as well as alerts to my sales team.

I hope this is making sense.

-Chris

[Josh_Hill13]

Sounds like you need a webhook or custom Apex code in SFDC.

Shouldn't your terms be part of your production system or docusign?

[SanfordWhiteman]

I'd rethink the submission process and instead use a doubly-linked referral form.

Such a form posts twice: once in the context of Person A (Email = Person A's email) with Person B's email in an auxiliary field (like LastReferral).  When the first form is complete, the form switches the context and sends the data again, automatically, with Person B's as the primary Email and Person A's email in an auxiliary field (like LastReferrer).

Then each lead has a reference to the other lead, so you can search by either one.

You can add history fields on top of this.

[Anonymous]

Thanks Josh and Sanford.  A webhook or a doubly-linked referral form seem to be viable options for me.  So now the dumb question...how do I create a form that submits twice?  Is it something that can be done as part of the flow steps?

-Chris

[SanfordWhiteman]

It's all from the client, no flow of webhook necessary (though you could also do it from the server if you wanted). If you check my comment history, I have a demo that's called something like "post twice with different data."  I can dig it out for you later if you can't find it.