field to track an existing lead

Forum|Forum|9 years ago
May 1, 2017
2 replies
1693 views

I have set up a trigger campaign to track form fill outs. I want to send an alert only when an exiting lead fills out the form. What criteria should I use in "Add Choice" step of flow? Would "SFDC Type" work?

Marketo

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Jim_Thao7

Level 8

Try using "Created At" is before "Put the start date of your form going live here".

Dory_Viscoglio

Level 10

Hi Sargam. Unfortunately, Jim's idea wouldn't necessarily work because what if your form goes live, then a person is created from something else, and then they fill out the form.

If you sync all of your records over to SFDC, and you feel confident knowing that everything is in SFDC, then you could use a "SFDC Type is not empty" because a new record would have a NULL value.

Another option would be a custom field called Existing (or similar), that you check ~24 hours after a record is created. Then, your smart campaign for alerts looks for Existing to be true to send the alert.

A

Anonymous

Thanks Dory. We have everything synced with SFDC. I gave it a thought earlier but then it came to my mind that even the new value would be a lead and it will be a lead in SFDC as well. Would it not create any barriers?

Dory_Viscoglio

Level 10

Hey Sargam, as long as your forms are Marketo forms, then at the point of form fillout for a new record they do not yet have a value in SFDC. They will only receive one when they're synced to SFDC.

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