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A
Anonymous
August 27, 2014
Question

How to create a Webhook to send a lead directly from form to another SFDC instance

  • August 27, 2014
  • 3 replies
  • 1134 views
Hi Gang -

I've read a few articles about this, but nothing that really points me in the right direction, or explains how to get it started.

Situation: we have partners that we need to push leads to, but the forms are tied to our Marketo instance, and we want to capture the lead, but push the info to our partners SFDC instance.  I can get the instance info, but am not sure how to set it up as a webhook.

Anyone?
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3 replies

A
Anonymous
August 27, 2014
It's pretty hard to do directly through an API call because SFDC's authentication model requires more than just one call. One option would be posting to a web-to-lead form, or you could create a simple script which you called and then it in turn called SFDC.
A
Anonymous
August 28, 2014
Might also be better to set up Salesforce-to-Salesforce and use Workflow Rules to reassign the leads based on some criteria?
A
Anonymous
August 28, 2014
Thanks guys, but we are not on SalesForce - we are tied into Dynamics, so currently we get a lead, and in Dynamics it triggers a workflow to send an email alert to our partner, who is on SalesForce with all the info from the form, and they have to manually enter on their end.

I figured with Marketo's coziness with SF - there might be an easier integration procedure.  No such luck, eh?
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