2 Replies Latest reply on Jun 11, 2018 8:08 PM by Jay Jiang

    Create a new person record from details collected in custom Marketo fields

    Right Source Marketing

      I have an event registration process where we collect the primary registrant information and up to 3 guests for the primary registrant. If guest information is submitted, we would like to take the information (first name, last name, and email) which is collected in custom fields on the primary registrant's record and create new contact records.

       

      Is there a way to do this in Marketo using smart campaigns? OR

      Will this require either Marketo or Salesforce development work?

       

      I considered a manual process where the primary registrant and guest details are added to a list, exported, and reimported but it's manual and is open to lots of error.

       

      One other thought I had was using custom objects. I haven't used them from Salesforce before. Would there be a way to create a custom guest object in Salesforce which syncs to Marketo? If so, would that allow me to use fields from the custom object in a landing page for collection?