Create Lead
Create new lead in Marketo.
Options
Field | Definition | Type | Required |
---|---|---|---|
Mode | Action to be taken, select from Create Only, Create or Update, and Create Duplicate. Create Only: 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. |
Dropdown |
TRUE |
Lookup Field | If the Lookup Field is specified, the following actions will happen depending on the Mode you selected. |
Text |
FALSE |
Input
The input fields for this card are dynamically generated based on your environment.
Field | Definition | Type | Required |
---|---|---|---|
Company Name | Name/title of company affiliated with lead. |
Text |
FALSE |
Site | Location of the company of newly created lead. |
Text |
FALSE |
Billing Address | Billing address of the lead.
For example, building number, street/avenue. |
Text |
FALSE |
Billing City | City of the billing address.
For example, Seattle. |
Text |
FALSE |
Billing State | State of billing address.
For example, Washington. |
Text |
FALSE |
Billing Country | Country of billing address.
For example, United States. |
Text |
FALSE |
Billing Postal Code | Postal code of billing address. |
Text |
FALSE |
Website | Website URL of the company the lead is associated with. |
Text |
FALSE |
Main Phone | Main phone number of the lead's company. |
Number |
FALSE |
Annual Revenue | Yearly revenue created by the lead. |
Number |
FALSE |
Num Employees | Number of people employed by the company |
Number |
FALSE |
Industry | Industry of the company for which the lead works.
For example, steel, tourism, automobile. |
Text |
FALSE |
Company Notes | Notes or additional information about the company the lead is associated with. |
Text |
FALSE |
Id | Identification number of the lead. |
Number |
FALSE |
Salutation | s preferred salutation.
For example, Mr., Ms., Dr.. |
Text |
FALSE |
First Name | First name of the lead. |
Text |
FALSE |
Middle Name | Middle name of the lead. |
Text |
FALSE |
Last Name | Last name of the lead. |
Text |
FALSE |
Email Address | Email address of the lead. |
Text |
FALSE |
Phone Number | Phone number of the lead. |
Number |
FALSE |
Mobile Phone Number | Mobile (cell) phone number of lead. |
Number |
FALSE |
Fax Number | Number associated with lead's fax machine. |
Number |
FALSE |
Job Title | Lead's job title at associated company. |
Text |
FALSE |
Date of Birth | Date of lead's birth.
For example, (MM/DD/YYYY). |
calendar |
FALSE |
Address | Address of the lead.
For example, building number, street/avenue. |
Text |
FALSE |
City | City of the billing address.
For example, Seattle. |
Text |
FALSE |
State | State of billing address.
For example, Washington. |
Text |
FALSE |
Country | Country of billing address.
For example, United States. |
Text |
FALSE |
Postal Code | Postal code of the address. |
Text |
FALSE |
Unsubscribed | If yes, lead is unsubscribed from notifications, do not send email notifications. |
True/False |
FALSE |
Do Not Call | If yes, do not call phone number. |
True/False |
FALSE |
Person Notes | Notes or additional information about the lead. |
Text |
FALSE |
Department | Lead's department in their company. |
Text |
FALSE |
Lead Source | Source the lead originated from. |
Text |
FALSE |
Lead Status | Current marketing/sales status of the lead. |
Number |
FALSE |
Lead Score | Integer score awarded to the lead by scoring campaigns and programs. |
Number |
FALSE |
Priority | Lead's Sales Insight priority, system-managed. |
Number |
FALSE |
Relative Score | Lead's Sales Insight relative score, system-managed. |
Number |
FALSE |
Relative Urgency | Level of urgency of the lead's Sales Insight. |
Number |
FALSE |
Lead Rating | Marketing/sales rating of the lead. |
Number |
FALSE |
Acquisition Program | Program the acquisition is associated with. |
Text |
FALSE |
Acquisition Date | Date of acquisition. |
Date & Time |
FALSE |
Last Viewed Date | Most recent date lead's profile was viewed. |
Number |
FALSE |
Last Referenced Date | Most recent date the lead was referenced. |
Number |
FALSE |
Output
Field | Definition | Type |
---|---|---|
Lead ID | Identification number of lead. |
Number |
Status | Status of the updated lead. |
Text |