Create Lead

Create new lead in Marketo.

Required fields are indicated in red.

Unless otherwise mentioned, all fields are text.

Options

  • Mode (drop-down): action to be taken, select from Create Only, Create or Update, and Create Duplicate

  • Lookup Field: if the Lookup Field is specified, the following actions will happen depending on the Mode you selected:

    • Create Only: the Lookup Field must match with an input field or the lead won't be created

    • Create or Update: if the value of the Lookup Field matches with the value of the matching input field in an existing lead, that lead is updated, else a new lead is created

    • Create Duplicate: if the value of the Lookup Field matches with the value of the matching input field in an existing lead, a duplicate of that lead is created

Input Fields

The input fields for this card are dynamically generated based on your environment.

  • Company Name: name/title of company affiliated with lead

  • Site: location of the company of newly created lead

  • Billing Address: billing address of the lead (for example, building number, street/avenue)

  • Billing City: city of the billing address (for example, Seattle)

  • Billing State: state of billing address (for example, Washington)

  • Billing Country: country of billing address (for example, United States)

  • Billing Postal Code: postal code of  billing address

  • Website: website URL of the company the lead is associated with

  • Main Phone (number): main phone number of the lead's company

  • Annual Revenue (number): yearly revenue created by the lead

  • Num Employees (number): number of people employed by the company

  • Industry: industry of the company the lead works for (for example, steel, tourism, automobile)

  • Company Notes: notes or additional information about the company the lead is associated with

  • Id (number): identification number of the lead

  • Salutation: lead's preferred salutation (for example, Mr., Ms., Dr.)

  • First Name: first name of the lead

  • Middle Name: middle name of the lead

  • Last Name: last name of the lead

  • Email Address _(yes or no) _: if yes, lead's email is added to card

  • Phone Number (number): phone number of the lead

  • Mobile Phone Number (number): mobile (cell) phone number of lead

  • Fax Number (number): number associated with lead's fax machine

  • Job Title: lead's job title at associated company

  • Date of Birth (calendar): date of lead's birth (MM/DD/YYYY)

  • Address: address of the lead (for example, building number, street/avenue)

  • City: city of the billing address (for example, Seattle)

  • State: state of billing address (for example, Washington)

  • Country: country of billing address (for example, United States)

  • Postal Code: postal code of the address

  • Unsubscribed (yes or no): if yes, lead is unsubscribed from notifications, do not send email notifications

  • Do Not Call (yes or no): if yes, do not call phone number

  • Person Notes: notes or additional information about the lead

  • Department:lead's department in their company

  • Lead Source: source the lead originated from

  • Lead Status (number): the current marketing/sales status of the lead

  • Lead Score (number): integer score awarded to the lead by scoring campaigns and programs

  • Priority (number): lead’s Sales Insight priority, system-managed

  • Relative Score (number): lead’s Sales Insight relative score, system-managed

  • Relative Urgency (number): level of urgency of the lead's Sales Insight

  • Lead Rating (number): marketing/sales rating of the lead

  • Acquisition Program: program the acquisition is associated with

  • Acquisition Date (calendar): date of acquisition

  • Last Viewed Date (number): most recent date lead's profile was viewed

  • Last Referenced Date (number): most recent date the lead was referenced

Output Fields

  • Lead ID (number): identification number of lead

  • Status: status of the updated lead