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Create a Case or a Lead from a marketing form in Customer Insights - Journeys

Create a Case or a Lead from a marketing form in Customer Insights - Journeys
Many websites have a generic ‘contact us’ form on their website which could serve a variety of purposes, some of these may be lead such as enquiries about products or a request for a quote. But it could also be something better handled by the customer service teams such as a problem with an purchase, feedback or complaints. These are definitely not leads but often come in via the same form. This posts shows you how a single marketing form in Customer Insights Journeys can be used to create a Lead or Case according to the type of enquiry being submitted.

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Articles - Amey Holden | ABC Enthusiast & Power Platform Specialist
Articles - Amey Holden | ABC Enthusiast & Power Platform Specialist

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