Updating lead source before syncing to CRM

[Anonymous]

We have updated most of our website forms and ppc forms to use firstSession cookie value as lead source in an effort to properly track lead gen initiatives. However, it is complicating our reporting on the salesforce side of things.

For example : If a lead comes to our website on his own and submits a form, his record will be synced to salesforce with the below lead source value:

source=direct&medium=none&campaign=direct

We then have to manually update this lead source to 'Web Direct' otherwise it would be considered an invalid lead source. Would it be possible to create a smart campaign that would update the lead source value to ‘Web Direct’ if old value contains something like ‘direct’ before it syncs over to salesforce? So that when it syncs, it’s already correct without having to manually update?

[Grégoire_Miche2 · Accepted solution]

Hi Erika,

Yes, of course. In the smart list, use a few triggers :

• Lead is created
• Data value changes

and a filter :

• Lead source IS "direct"

And in the flow :

• Change Data value, attribute = Lead Source, new value = Web Direct

Set to run every time

activate

-Greg