We are rebuilding our lead workflow currently Marketo>Salesforce and hoping to make use of a custom "Inquiry" object new to Salesforce. We are hoping to use this similarly to how we use "Create Task" today and trigger the create Marketo>Salesforce, attaching the new object to either an existing contact or creating a new lead (same way tasks function today). Has anyone done this before and does this sound feasible?
Solved! Go to Solution.
Thank you, @SanfordWhiteman !! The challenge is that we're trying to pull "inquiry" details (last lead source etc.) on the task but we can only pull them through in comments since custom fields aren't mappable. Alternatively, we're seeing if we can use campaigns as the mechanism to trigger the CO create but then we also can't map custom fields and we can't add the same person to a campaign multiple times. Any suggestions of path forward or resources to help us solve this?