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Richard_Teta
Richard_Teta
Level 1
May 22, 2018
Question

Web Forms

  • May 22, 2018
  • 1 reply
  • 1707 views

We are using MS Dynamics CRM 2016 on-premise with Marketo.  There has been a request to build a web form which can update multiple Contacts on a single submission.  For instance, a form with:

Contact1 First Name

Contact1 Last Name

Contact1 Email

Contact2 First Name

Contact2 Last Name

Contact2 Email

From what I know Marketo can only update one contact from the originally submission.  How are other people handling this situation?

Does anyone know of a 3rd party product that can be used with Marketo in this situation?  I know something can be built custom (using an HTML form and multiple submissions) but I am looking for a product that may already exist that can do this, or suggestions on how others are handling this?

thanks,

Richard

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
May 22, 2018

There's no product (nor is there a need for one).

With a minor amount of JS and the Forms JS API, a multi-person referral form can be built in Marketo. A group of fields is considered a template, then those fields are replicated N times in the form.  You simply need a knowledgeable developer to manage the chain of submissions.

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