Creating lead from customer journey - fields missing

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Posted on by Community Member Microsoft Employee

Hi, I am trying to create a lead from a customer journey by using the 'Create lead' tile. The customer journey is triggered when a form is filled. However, even though a lead is created, the phone number that is filled in in the form from where the lead is created is not being populated - only the first name, last name and email. So i get two lead records and one contact record:

1) i get a new lead created when the form is filled with a contact/phone number populated (created from form on web page)

2) i get a new contact created when the form is filled with a contact/phone number populated (form type contact and lead)

3) i get a new lead created when the form is filled without a contact/phone number (triggered from 'Create lead' in journey)

Why does the lead not show the phone number from the customer journey?

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Nya 29,058 on at

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RE: Creating lead from customer journey - fields missing

Hi,

The "Create Lead" tile in Customer Journey does not collect the other information except the name.

If you'd like to set the phone number of the contacts as the number of the leads, it is recommended to create an on-demand workflow to achieve it.

On-demand workflow which targets at Contact entity can be inserted into a customer journey.

Here is the designer of the workflow.

1. Create a workflow targeting at Contact.

2. Create a lead record for the contact.

3. Pass the value of the Business Phone field from Contact record to the Lead record.

4. Save and activate the workflow and insert it into the journey.

Then you'll see the field being populated with the phone of the contact after the journey processes the contact.