Skip to main content

Hi everyone, 

 

My company recently migrated from HubSpot to Salesforce Marketing Cloud Growth and I am trying to rebuild a simple contact form flow.

The goal is to create the following process:

When someone submits the contact form:

  1. The Flow should first check whether the person already exists in our Salesforce database.

If the person does not exist:

  • Create a new Lead record in Salesforce.
  • Send a confirmation email to the person who submitted the form.
  • Send an internal email notification to our sales team containing the lead information:
    • Name
    • Email address
    • Question/message submitted through the form

If the person already exists as a Lead or Contact:

  • Do not create a duplicate record.
  • Still send a confirmation email to the person who submitted the form.
  • Send an internal notification to our sales team containing:
    • Name
    • Email address
    • Question/message submitted through the form

The main goal is to avoid duplicate records while ensuring both the customer and sales team receive the correct notifications for every form submission. 

 

I tried using the Send Email action directly in the Form-Triggered Flow, but I received this error:

I then tried creating a Subflow. However, the information from the form submission was not passed correctly to the Subflow. The Subflow either:

  • Did not send an email at all, or
  • Sent an email with incorrect Lead data, or
  • Sent an email without any form information.

Any advice or examples of the correct Flow architecture would be greatly appreciated.

Thank you! 

 

#Trailhead

0/9000