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Michael_Florin-2
Level 10
January 24, 2020
Solved

Copying Custom Activity Values into Lead Fields?

  • January 24, 2020
  • 3 replies
  • 3249 views

An external tool sends Custom Activities to Marketo. 

Is there any way to write values from these activity fields into the lead database?

Thanks!
Michael

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Best answer by Mark_Price

Not natively but you can with the API. 

If you're storing Order Data/Status It sounds like you may want a custom object to store the data.  (unless a record only ever has 1 order)

After the data is on the lead record or in a custom object you can merge it into emails.

Hope it helps! 

3 replies

Mark_PriceAccepted solution
Level 6
January 24, 2020

Not natively but you can with the API. 

If you're storing Order Data/Status It sounds like you may want a custom object to store the data.  (unless a record only ever has 1 order)

After the data is on the lead record or in a custom object you can merge it into emails.

Hope it helps! 

SanfordWhiteman
Level 10
January 24, 2020

What Mark said, you shouldn't have chosen Custom Activities for this but rather Custom Objects. It's a lose-lose with CAs.

Michael_Florin-2
Level 10
January 27, 2020

Thanks guys, that's what I figured.