1 Reply Latest reply on May 22, 2018 10:58 AM by Sanford Whiteman

    Web Forms

    Richard Teta

      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

        • Re: Web Forms
          Sanford Whiteman

          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.