Act-on form - create Salesforce Campaign Member and Lead

Markus Hebeler
I have a question and hope that somebody can help me...

We have a form that is added to a campaign in salesforce once submitted. If the email address is found, the contact is added as a campaign member and if it is not found a lead is created and added as a campaign member.

We have some fields in the form that will be populated in campaign member but not in the lead record created (fields are available in Lead and working for other forms). How can I make sure all information from the form is synced to the Lead properly so I can use the info given in the form for Lead conversion?

Somehow the data seems to be transmitted to salesforce (as I can see the info in Campaign Member) but it does not show in Lead.

Does anyone know how to solve this?
Thank you!

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Markus Hebeler
Manager, Business Processes, ICEF GmbH
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Comments

1 comment

  • Comment author
    Robert Kohnke
    Hi @Markus Hebeler,

    I would be happy to try to help!

    Would you please send me the Form in question and a screenshot or two/ examples of what it is you ARE seeing and what you WISH to see?

    Thank you and have a great day!​

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    Robert Kohnke
    Marketing Operations Strategist, Act-On Software, Inc.
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    Original Message:
    Sent: 02-28-2019 06:13
    From: Markus Hebeler
    Subject: Act-on form - create Salesforce Campaign Member and Lead

    I have a question and hope that somebody can help me...

    We have a form that is added to a campaign in salesforce once submitted. If the email address is found, the contact is added as a campaign member and if it is not found a lead is created and added as a campaign member.

    We have some fields in the form that will be populated in campaign member but not in the lead record created (fields are available in Lead and working for other forms). How can I make sure all information from the form is synced to the Lead properly so I can use the info given in the form for Lead conversion?

    Somehow the data seems to be transmitted to salesforce (as I can see the info in Campaign Member) but it does not show in Lead.

    Does anyone know how to solve this?
    Thank you!

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    Markus Hebeler
    Manager, Business Processes, ICEF GmbH
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    0

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