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Add marketing form field from account

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Hi all,

I want to create a new marketing form field that is customer id. But customer id is only in account. I find it under lead mapping but not contact mapping.Is it possible to create this field anyway? (Seen that there are some fields from account anyway). Is there a work around?

Thank you!

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Add marketing form field from account

    Hi Filippa,

    The customer ID in Lead entity you mentioned is a field with “Customer” data type.

     pastedimage1623820721247v1.png

    So if you’d like to create a such form field mapping with Contact entity, you’d create a custom field, whose data type is Customer, in Contact entity first.

     pastedimage1623820726140v2.png

    After saving the field, it can be found in the mapping list when you create a lookup form field.

     pastedimage1623820729849v3.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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