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