Lead is created + Form filled out = Update lead source | Community
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A
Anonymous
July 17, 2013
Solved

Lead is created + Form filled out = Update lead source

  • July 17, 2013
  • 4 replies
  • 1563 views
Hi all - Seemingly small problem here, trying to figure out the best way to do this. I've done a few searches and haven't found anything that meets my criteria.

Basically, I have a lead source of "Marketo Form" option in SFDC that I want to be triggered when two conditions are met:
  1. Fills out any Marketo form
  2. New lead is created
If I'm understanding triggers correctly, putting both these triggers in the smart campaign would result in the campaign using an OR evaluation, and that cannot be changed. I tried adding a constraint to the lead is created trigger of fills out for "is any", but that is not an option in the constraint.

Specific campaign tracking is done at our opportunity level, so I am happy with Marketo Form as the lead source for now.

That said, what would be a good way to accomplish my goal?

Thanks
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Best answer by
Right.

An alternative is to use a constraint, which in some cases allows you to use to requirements in one trigger.  This one should work for you:


4 replies

A
Anonymous
July 17, 2013
Marcus, you'll want to turn one of the triggers into a filter.  The best way would be something like this:

Trigger: fills out any marketo form
Filter: lead was created in last 1 day


A
Anonymous
July 17, 2013
Thanks Steven. I figured the result would contain something related to this.

I suppose the likelihood of someone being created not by a form in Marketo and also filling out a Marketo form within a day is incredibly small.
A
Anonymous
Accepted solution
July 18, 2013
Right.

An alternative is to use a constraint, which in some cases allows you to use to requirements in one trigger.  This one should work for you:


A
Anonymous
July 18, 2013
Ah of course... I knew there had to be something similar to that. Must have just scanned over it. I kept trying the "Lead Source" constraint, but that just brings up the filters for the dropdown in SFDC.
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