We are using MS Dynamics CRM 2016 on-premise with Marketo. There has been a request to build a web form which can update multiple Contacts on a single submission. For instance, a form with:
Contact1 First Name
Contact1 Last Name
Contact1 Email
Contact2 First Name
Contact2 Last Name
Contact2 Email
From what I know Marketo can only update one contact from the originally submission. How are other people handling this situation?
Does anyone know of a 3rd party product that can be used with Marketo in this situation? I know something can be built custom (using an HTML form and multiple submissions) but I am looking for a product that may already exist that can do this, or suggestions on how others are handling this?
thanks,
Richard
There's no product (nor is there a need for one).
With a minor amount of JS and the Forms JS API, a multi-person referral form can be built in Marketo. A group of fields is considered a template, then those fields are replicated N times in the form. You simply need a knowledgeable developer to manage the chain of submissions.