Matching different Lead Status in SFDC to Form Fills in Marketo | Community
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Anonymous
August 16, 2018
Question

Matching different Lead Status in SFDC to Form Fills in Marketo

  • August 16, 2018
  • 1 reply
  • 1319 views

Currently we have two types of inbound forms.

  • Content Forms - white papers and case studies
  • Product Request Forms - Demo request, Pricing Request, Trial Request.

At the moment any form fills sync to Salesforce in "Leads" as  Lead Status "New"

My Marketing director wants Lead Status (In SFDC) to automatically tag Content Form fills to be show up in SFDC as MQL-New and all Product Request form fills showing up as SQL-New.


Is this configured or map in Marketo or Salesforce...... or combination of both?

David

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1 reply

Darrell_Alfons2
Darrell_Alfons2
Level 10
August 17, 2018

Hey David,

It's both, those statuses need to be available and of the correct record type in SFDC, and the flow step that populates lead status needs to be setup appropriately.

You would use the change data value flow step like below, but of course you would need constraints or different smart campaigns to assign the different statuses based on the form.

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