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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customer journey creat...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Customer journey create lead step

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Posted on by Elli Vaere 10

Hi,

I have created a customer journey where the first step is to create an associated lead record for the contact, the lead record is created but it seems like not all information is populated including job title, is there a way to populate more fields then just name and email.

Thanks, 

Elli

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi Elli,

    If the other information is fixed value or can be obtained from contact information, you can create an on-demand workflow targeting at Contact entity to achieve your request.

    pastedimage1629771745981v1.png

    Here, for example, create a lead whose Topic and Company equal to the contact's Full Name and Company.

    pastedimage1629772005467v2.png

    After saving and activating the workflow, it can be inserted into the customer journey with the workflow tile and used to create leads for the audience contacts.

    pastedimage1629772118868v3.png

    If the other information you want is unable to be obtained from contact information or requires to be filled in manually by contacts, it is recommended to create a landing page marketing form.

    Set the form as creating / updating leads only.

    pastedimage1629772411251v4.png

    Then inserted it into a marketing email and send the email with customer journey.

    After the contacts receive the email, fill and submit the form, the lead will be created or updated according to the lead matching strategy you set.

    pastedimage1629772559445v5.png 

    Please refer to the following documentation to know more about the creating of the marketing form.

    Create a landing page (Dynamics 365 Marketing) | Microsoft Docs

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