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:
- 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