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Collecting data on a form but only using if it doesn't already exist on the lead

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Megan_Koelemay
Level 3

Collecting data on a form but only using if it doesn't already exist on the lead

We have a Marketo form with first name, last name and email address fields.  Is it possible for the form to accept a first and last name but only use that data if it doesn't already exist on the lead? 
 
We have a business use case where we want to be able to send the name for associating with new leads, but would like to avoid changing the name of a lead if the same email address is used for multiple people.  
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Kaitlyn_Simko
Level 4

Re: Collecting data on a form but only using if it doesn't already exist on the lead

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField).  That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

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Kaitlyn_Simko
Level 4

Re: Collecting data on a form but only using if it doesn't already exist on the lead

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField).  That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

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Megan_Koelemay
Level 3

Re: Collecting data on a form but only using if it doesn't already exist on the lead

 Thanks @Kaitlyn_Simko! That's just what we need.  

SanfordWhiteman
Level 10 - Community Moderator

Re: Collecting data on a form but only using if it doesn't already exist on the lead

Yes, Block Field Updates from Form Fills (you don't need a temp field).
Megan_Koelemay
Level 3

Re: Collecting data on a form but only using if it doesn't already exist on the lead

That's a global setting, correct?  Or can you apply it to specific forms only?  

SanfordWhiteman
Level 10 - Community Moderator

Re: Collecting data on a form but only using if it doesn't already exist on the lead

That’s correct. If you needed to apply the concept only to selected forms, you’d need proxy fields as Kaitlyn suggests.

Megan_Koelemay
Level 3

Re: Collecting data on a form but only using if it doesn't already exist on the lead

Thanks @SanfordWhiteman!  Looks like we'll need to use the proxy fields in this instance.