Hi Marketo Community,
We have lots of leads from the webinar but they all belong to existing accounts/customers and just need to be converted.
If we have an contact that is already in SFDC and then a lead with the same domain is captured (eg: @comapny.com.au) are we able to flag this somehow?
Thank you in advance.
Olya
Solved! Go to Solution.
There's no native way to do this. You'd have to maintain a domain list, using a webhook to both read/write from the list and set a lead field (like ExistingDomainDetectedDate) accordingly.
Or you could use a simpler webhook just to parse the domain out into its own field, then you could use a duplicate constraint.
(Of these, I'd do the former.)
Or you could flip it around and use SFDC to do the lookup, as it has better native functionality for the search.
There's no native way to do this. You'd have to maintain a domain list, using a webhook to both read/write from the list and set a lead field (like ExistingDomainDetectedDate) accordingly.
Or you could use a simpler webhook just to parse the domain out into its own field, then you could use a duplicate constraint.
(Of these, I'd do the former.)
Or you could flip it around and use SFDC to do the lookup, as it has better native functionality for the search.
Thank you!