4 Replies Latest reply on Jul 18, 2013 5:03 AM by 10080

    Lead is created + Form filled out = Update lead source

      Hi all - Seemingly small problem here, trying to figure out the best way to do this. I've done a few searches and haven't found anything that meets my criteria.

      Basically, I have a lead source of "Marketo Form" option in SFDC that I want to be triggered when two conditions are met:
      1.           Fills out any Marketo form
      2.           New lead is created
      If I'm understanding triggers correctly, putting both these triggers in the smart campaign would result in the campaign using an OR evaluation, and that cannot be changed. I tried adding a constraint to the lead is created trigger of fills out for "is any", but that is not an option in the constraint.

      Specific campaign tracking is done at our opportunity level, so I am happy with Marketo Form as the lead source for now.

      That said, what would be a good way to accomplish my goal?