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September 20, 2017
Question

Getting form Fields to my Customer Success Team

  • September 20, 2017
  • 1 reply
  • 1267 views

We have a demo requests on our website and are using marketo forms to capture info. That triggers 2 events.  Lead Lifecycle scores it (fine there) and starts the sales process. But I also need customer success to create them a log in into our PIM.

Ideally, I need the actually field info from the form to be IN the email alert that goes to customer success.

Is this possible? Looks like the triggers that I can pull into the email are not from the form.

Thanks!

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1 reply

Dan_Stevens_
Level 10
September 20, 2017

Sure, just use tokens that represent those form fields.