2 Replies Latest reply on May 18, 2015 9:27 AM by Hank Hansen

    Lead Assignment Field Population and Forms

    Hank Hansen
      When a form is submitted, I need to populate a lead owner field in Marketo which will ultimately sync with SugarCRM. I have a smartlist that identifies leads using inferred location. There are 2 possible lead owners: if a lead is in the smartlist, the lead is to be assigned to agent A. If the lead is not in the smartlist, the lead is to be assigned to agent B.

      Using the above logic, I'm not sure how I can go about setting the field value for the lead owner?
        • Re: Lead Assignment Field Population and Forms
          Dory Viscogliosi

          Hey Hank, I'm almost certain that Marketo will only recognize the native Lead Owner field for integrations with SFDC and Dynamics CRM. That said, you can create a new field for lead owner and assign based on your logic above. You just won't be able to use the fields that already exist in Marketo.

           

          Change Data Value: Option

          A. If member of list/smartlist [your list], then change Lead Owner (new field you created) to Agent A

          Otherwise, change Lead Owner (same new field created above) to Agent B