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Anonymous
April 11, 2016
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Updating lead source before syncing to CRM

  • April 11, 2016
  • 1 reply
  • 1029 views

We have updated most of our website forms and ppc forms to use firstSession cookie value as lead source in an effort to properly track lead gen initiatives. However, it is complicating our reporting on the salesforce side of things.

For example : If a lead comes to our website on his own and submits a form, his record will be synced to salesforce with the below lead source value:

source=direct&medium=none&campaign=direct

We then have to manually update this lead source to 'Web Direct' otherwise it would be considered an invalid lead source. Would it be possible to create a smart campaign that would update the lead source value to ‘Web Direct’ if old value contains something like ‘direct’ before it syncs over to salesforce? So that when it syncs, it’s already correct without having to manually update?

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Best answer by Grégoire_Miche2

Hi Erika,

Yes, of course. In the smart list, use a few triggers :

  • Lead is created
  • Data value changes

and a filter :

  • Lead source IS "direct"

And in the flow :

  • Change Data value, attribute = Lead Source, new value = Web Direct

Set to run every time

activate

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
April 13, 2016

Hi Erika,

Yes, of course. In the smart list, use a few triggers :

  • Lead is created
  • Data value changes

and a filter :

  • Lead source IS "direct"

And in the flow :

  • Change Data value, attribute = Lead Source, new value = Web Direct

Set to run every time

activate

-Greg

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