We're in the process of setting up Salesforce marketing cloud, and hit a couple snags. Basically, we have marketing cloud connect up and running, we see the synced salesforce lead object data extension and can send to it (a filtered one, anyway… Although for some reason personalization variables aren't working yet) BUT:
We want to use cloudpages to host a smart capture form, and we'd like submissions of that form to automatically create a lead in sfdc and use that leadID as the subscriber key. Just can't figure this out.
Basically, the form submission is a new lead submission, meaning it needs to get into sfdc, which uses the LeadID as the Subscriber key, so it makes sense that the smart capture submission needs to use leadID to prevent duplication… Right? Also, how fast is that sync? Would we be able to use the LeadID (or really, other info like lead owner name) on the cloud pages smart capture form confirmation page?
Eg: they user submits a form with their name/email/etc, the landing page says "Hi! Thanks for submitting the form! Here's the unique calendar scheduler link for your rep/lead owner!"
Thanks, in advance!
Best Answer
It's hard to give you much more than a few pointers as your question covers quite a number of points. I'll just provide some high-level considerations:
Finally, there's likely going to be quite a lot of reading and writing to CRM in this application you'll be putting together, so I'd recommend separating out your form as a landing page and create a resource that does processing for you based on AJAX calls from your landing page. You'd want to not leave the visitor staring at an unresponsive form while you go and search CRM for their email address, create a new Lead and then read back any other information you need for the confirmation page. An example of a processing page for an unsubscribe page may give you some helpful hints on how to read and write from CRM from a Code Resource page that's accessed with AJAX.