Nate_Oosterhous

Level 7

Joined the community 04-03-2014

Level 7

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Re: How to stop large sync?

by Nate_Oosterhous 07-16-2015

We ran a Single Flow Action from a smart list.

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1667 0 2
How to stop large sync?

by Nate_Oosterhous 07-16-2015

Is there any way to stop a large sync? We needed to sync about 20,000 contacts to salesforce to update a field but would like to stop the sync. It is running right now.

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1746 0 3

Integrations Lead Management
Re: In a flow action how do you change the Lead Owner to a token value...

by Nate_Oosterhous 07-15-2015

I am working on a Referral campaign and wanted to change the owner of the Referral lead to the same owner as the Referrer. We have a custom field that we could have used as a token but that flow action does not accept using a token I found out. We have developed a workaround in Salesforce. So thi...

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1442 0 0
In a flow action how do you change the Lead Owner to a token value?

by Nate_Oosterhous 07-15-2015

Questions:In a flow action how do you change the Lead Owner to a token value?What format does the field used as a token need to be?What does the field need to be populated with?OwnerId?Owner Email Address?etc

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1571 0 2
Re: Webhook to Create a new Salesforce Lead.

by Nate_Oosterhous 07-15-2015

Thanks Jep! I have it all working except one more thing I am trying to figure out. In the webhook I am trying to set the Referral's lead owner the same as the Referrer's lead owner. Is there anyway to accomplish this? I have been trying multiple ways to get this to work but it hasn't been workin...

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3471 0 0
Re: Webhook to Create a new Salesforce Lead.

by Nate_Oosterhous 07-09-2015

Hi Sanford,Could you expand a little bit more about what you mean by using the SFDC Web-to-Lead directly from the page with the Marketo form when the form submits?Thank you

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5392 0 6
Re: Webhook to Create a new Salesforce Lead.

by Nate_Oosterhous 07-08-2015

I have searched the community and can't find anything to accomplish what I am looking for. I do not know where to start using jquery.

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5392 0 8
Webhook to Create a new Salesforce Lead.

by Nate_Oosterhous 07-08-2015

We have a referral form and would like to create a new lead in Salesforce with fields populated on a referral form. Does anyone know how to accomplish this?Our Form's Fields:REFERRAL INFORMATION (we would like to use these fields to create a new lead in salesforce)These are custom Salesforce fields...

Discussions

6440 2 17

Integrations Lead Management
How does the Revenue Stage (Auto-Assignment vs None) work in Step 3: I...

by Nate_Oosterhous 06-30-2015

I am struggling on finding documentation for this. What is the difference between Auto-Assignment and None for Revenue Stage in Step 3: Import Options of a List Import?

Discussions

1977 0 2

Lead Management
Re: Referral Form Best Practice

by Nate_Oosterhous 06-18-2015

Hi Sanford,Could you explain a little bit more in depth of how the demo works and what you mean by Post-Map-Repost?

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6777 0 1