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EdemJi
Level 2
February 10, 2016
Solved

Sync Lead Source from Marketo to Salesforce

  • February 10, 2016
  • 2 replies
  • 4214 views

I have Program X which is already synced to Salesforce. Inside Program X  I have certain assets already created, specifically a landing page that contains a form. Now whenever a user fills out the form and the lead is assigned to Salesforce, I want to be able to identify from within Salesforce and the Lead source should be Program X or whatever I choose to name it. How do I achiece this? Thanks in advance.

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Best answer by Dory_Viscoglio

Edem, this is correct to add the hidden field, but you need to populate that hidden field somehow. It can be via a URL parameter, javascript, or if that form is only used in one place you could have a value that will automatically populate just for that form.

I'd also advise you to update in Admin how the Lead Source field can be overwritten -- it's likely that you will want to block it from updates via form fillouts because you won't want to overwrite a lead source.

2 replies

Dory_Viscoglio
Dory_Viscoglio
Level 10
February 10, 2016

Hey Edem, you can write the lead source in a number of ways, whether it's from a data value change in a smart campaign, a hidden field in a form, or a workflow in SFDC. It really depends on how you want to go about it.

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EdemJiAuthor
Level 2
February 10, 2016

This is what i have, is it correct?

Dory_Viscoglio
Dory_ViscoglioAccepted solution
Level 10
February 10, 2016

Edem, this is correct to add the hidden field, but you need to populate that hidden field somehow. It can be via a URL parameter, javascript, or if that form is only used in one place you could have a value that will automatically populate just for that form.

I'd also advise you to update in Admin how the Lead Source field can be overwritten -- it's likely that you will want to block it from updates via form fillouts because you won't want to overwrite a lead source.

A
Anonymous
February 10, 2016

You may also ask your CRM team to create it so it shows in the Marketo and SFDC picklist of lead source.

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EdemJiAuthor
Level 2
February 10, 2016

Yes this is exactly what I am trying to do.

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