Change program status from a lead alert email

Jason_Hamilton1 · ‎05-16-2016

Hello all,

Looking for a way to change a lead's program status from an alert email. For example a lead fills out a form registering for an event, alert goes to program owner, the owner clicks accept or decline, and depending on the link they click, the program status would change for the lead. Has anyone had any success doing anything like this?

Any ideas would be appreciated.

Thanks,

Jason

SanfordWhiteman · ‎05-16-2016

Interesting one. Aside from using a webhook -- which would work, but isn't necessary -- you could have a referral-type LP (no Munchkin cookie on the form, following the usual prescription) that automatically posts a form using the Forms 2.0 API with the lead's email address. The accept/decline could be in the URL, so you don't have to waste a lead field on it.

Then trigger on Fills Out Form, Form is 'Program Owner Approval', Query String contains 'accept'.

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