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. | String | 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. | String | FALSE |
| Site | Location of the company of newly created lead. | String | FALSE |
| Billing Address |
Billing address of the lead.
For example, building number, street/avenue. |
String | FALSE |
| Billing City |
City of the billing address.
For example, Seattle. |
String | FALSE |
| Billing State |
State of billing address.
For example, Washington. |
String | FALSE |
| Billing Country |
Country of billing address.
For example, United States. |
String | FALSE |
| Billing Postal Code | Postal code of billing address. | String | FALSE |
| Website | Website URL of the company the lead is associated with. | String | 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. |
String | FALSE |
| Company Notes | Notes or additional information about the company the lead is associated with. | String | FALSE |
| Id | Identification number of the lead. | Number | FALSE |
| Salutation |
Lead's preferred salutation.
For example, Mr., Ms., Dr.. |
String | FALSE |
| First Name | First name of the lead. | String | FALSE |
| Middle Name | Middle name of the lead. | String | FALSE |
| Last Name | Last name of the lead. | String | FALSE |
| Email Address | Email address of the lead. | String | 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. | String | 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. |
String | FALSE |
| City |
City of the billing address.
For example, Seattle. |
String | FALSE |
| State |
State of billing address.
For example, Washington. |
String | FALSE |
| Country |
Country of billing address.
For example, United States. |
String | FALSE |
| Postal Code | Postal code of the address. | String | FALSE |
| Unsubscribed | If yes, lead is unsubscribed from notifications, do not send email notifications. | Boolean | FALSE |
| Do Not Call | If yes, do not call phone number. | Boolean | FALSE |
| Person Notes | Notes or additional information about the lead. | String | FALSE |
| Department | Lead's department in their company. | String | FALSE |
| Lead Source | Source the lead originated from. | String | 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. | String | 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. | String |