Our Current State: We encourage some of our acquaintances to provide lead referrals to us. We call them Lead Referral Agents (LRAs). These people are not employeed by my company, but they feed leads into our database. Right now, the process is that they send the info to my colleague. She checks the database to see if they are already there. If they are, she lets the LRA know. If they aren't there, she manually enters them in manually.
Future State Desired: We want to have a portal or form that LRAs can navigate to and they can then enter the information themselves. It would check our database to see if they already exist. If not, then it will create a new lead record and have an automation rule that checks a field on the lead record called "LRA Lead?". If we already have that lead in our database, it would kick back a message to the LRA that says something like, "Thanks for your submission. However, this lead is already a member of the database."
Does anyone have any ideas on how we could implement such a feature? I've never worked for an organization that needed input from non-users to the database. I've also never had to do such a database check with a form before. Thoughts are most appreciated!!
2 个回答
You could use Form Assembly for this.
Create a search form where they enter the email, when they click submit, that form passes the email parameter to the next form, it looks and returns any contacts or leads with a matching email on the following form using a prefill connector.
If there is nothing there, they can then continue on to another form that allows them to create the new lead, which is inserted directly into Salesforce.
That is a really basic explaination, its a bit more involved, but it is possible. FA is a great tool, would only need a single seat, pro edition, around $230/mo I believe, but would give you unlimited forms and the SF prefill connector to achieve this functionality.
