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J
JI-2
Level 2
April 17, 2020
已解决

Select form field values from CRM

  • April 17, 2020
  • 1回复
  • 1478查看

Is there a way that the dropdown select values can be taken from the CRM values ?

(other than manual input)

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最佳答案由 SanfordWhiteman

Only with a custom call into the CRM, i.e. you could run a scheduled Marketo webhook (just to avoid having a separate scheduler) that gathers the picklist values and syncs them into a {{my.token}}. Then use that {{my.token}} to populate the available dropdown values on the form.

1回复

SanfordWhiteman
SanfordWhiteman回答
Level 10
April 18, 2020

Only with a custom call into the CRM, i.e. you could run a scheduled Marketo webhook (just to avoid having a separate scheduler) that gathers the picklist values and syncs them into a {{my.token}}. Then use that {{my.token}} to populate the available dropdown values on the form.

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