But why make them a new lead?
When the form is filled, trigger a webhook that creates a new opportunity in Salesforce (assuming that's what you are using).
@Karen_Vuong,
Velocity is a scripting language you can use to extend the richness of emails.
For example, you might create a velocity email token something like this
{{my.vuongIsB...
@brianmcgann,
Me being me, I'd probably export the leads loading them into a DB, load the company list into the same DB and write a few lines of SQL
Cheers
Jo
@wbarillas,
Marketo has pods in many locations. I can't comment on South America, but for example in New Zealand, my clients tend to be deployed on the Sydney (SN) pod.
@AMurphy,
But surely if they call in for a quote, you'd pull the existing record and update it rather than creating a new record?
It feels that there is something in your business ...
@Jo_Pitts1wrote:
Now, is it worth the effort to put in a nicer date format, and then reformat it back to something that Marketo understands on submit.... Hmmmm
So, I did that. It ...
@SanfordWhiteman,
it seems Kalendae is a bit broken. Their own examples are exhibiting the same problems that I saw in your demo.
However, I took the core logic from your demo (na...