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Customer experience | Sales, Customer Insights,...
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How to create accounts/add company names with Marketing Forms

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Posted on by 5

Hi everyone,

My organization wants to leverage Dynamics Marketing forms for contact capture, but are running into an issue capturing company names. Since the existing company name field is a lookup based on existing account names, that field cannot be used.

Is there a way to have accounts get created from form submissions or some other workaround so that Company Names are added when an individual submits a form?

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  • cloflyMao Profile Picture
    25,210 on at
    RE: How to create accounts/add company names with Marketing Forms

    Hi Luke,

    Could it work for you?

    Regards,

    Clofly

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at
    RE: How to create accounts/add company names with Marketing Forms

    Hi Luke,

    As you encountered, lookup field is not supported with form capture.

    Because in Dynamics, lookup field will only show existing records.

    Here is my workaround:

    1. Still create a single line text field as temporary field to store company name for form capture purpose.(The field has existed in Lead entity.)

    2. There are two options in step 2:

    Opt 1(Low code):

    Create a flow, add HTTP Request Trigger as the start action. 

    You could read my last answer in thread below for how to use it.

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/385271/thank-you-email-after-every-form-submitted

    Use the submitted company text to retrieve whether there is a matching account record:

    If count is larger than 0, update form submitter company field to retrieved account.

    If count is 0, create a new account record then associate the new with form submitter.

    (The matching contact could be retrieved with submitted first name and last name.)

    Opt 2: Create a segment to collect contacts who submitted the captured form,

    run a customer journey which contains a workflow tile for segment members to update Company Name field from context(all submitted data),

    but you need to build a custom workflow activity with C# code to check if matching record exists and then perform update field action.

    In addition, it is recommended to use embedded marketing form on your CMS page rather than captured form, it now has supported with lookup field and will display list of records for customers to select

    Regards,

    Clofly

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