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Possible for a Marketo form to trigger Case creation in Salesforce?

Question asked by Gary Verster on Apr 2, 2019
Latest reply on Apr 25, 2019 by Courtney Grimes

Just when I thought I had a relatively good understanding of the relationship between Marketo and Salesforce, something like this comes along! Our pre-sales team have been using a MachForms integration with Salesforce, where submissions essentially create a Salesforce Case without creating a lead record. They have the option during the case to convert the submission into a contact, but it doesn't happen by default... and there is a fairly strong argument for this not to happen, as there are enough cases where there is no good reason to pursue the relationship with lead.

 

So, MachForms aren't what we want to use... our Marketo forms are better and we can maintain them, control their behaviour, etc. etc. But a Marketo form typically creates a lead record... Is there any way to maintain the existing process but use a Marketo form? Any alternative suggestions?

 

Any help would be appreciated!

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