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Michelle_Tizian
Michelle_Tizian
Level 10
October 14, 2013
Question

Is it possible to create an opportunity after form fill in Marketo?

  • October 14, 2013
  • 2 replies
  • 957 views
I couldn't find this in the community, so I thought I'd ask.  Is it possible to create a flow that when someone fills out a specific form, an opportunity is created in SFDC automatically.  Our research department is suppose to create the opportunities for our 2 telemarketers based on the company's name who filled out the form.  A to M goes to telemarketer 1.  The rest goes to telemarketer 2.  But they just don't have the man power to do the opportunities nor do our telemarketers.  Is it possible to automate?  If so how?
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
October 14, 2013
Michelle,

You can't create an Opp in Marketo because these are Read Only.

It might be possible to build a workaround in a couple of ways:
  • Assuming you are creating Contacts, you could setup an SFDC workflow to trigger when a certain Task is created.
  • Not sure, but I bet you could use Webhooks or the SOAP API to trigger this as well.
    Michelle_Tizian
    Michelle_TizianAuthor
    Level 10
    October 15, 2013
    Thanks Josh!  I'll have to do some research if it's possible.  But thanks for the suggestion.
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