Hi Marketing Cloud Community
Context: Smart Capture form is an Entry point for Journey Builder. Marketing Cloud and Salesforce are connected using Marketing Cloud Connect and the Salesforce Activities are enabled in Journey Builder.
Objective: Check for and update any existing Lead or Contact, matching on email address, if none exists create new Lead.
Challenge: Journey Builder includes separate Lead and Contact Activties, not a unified Activity. Therefore we need to use both and also include Decision Splits to check if the Lead or Contact already exists before performing the Salesforce Activity (to avoid creating a new Lead if a Contact already exists or vice versa).
Additional challenge: Decision Split cannot match with a 'nullable' field (such as Email field on Lead and Contact).
Has anyone overcome these platform limitations?
Updating or Creating Salesforce Leads or Contacts is absolutely fundamental to Marketing Cloud, and I am sure there are many solutions out there, so please contribute your solutions and pros and cons.
The advantage of Journey Builder being that it is easier for the client to maintain compared to other solutions, that said if other solutions have benefits very open to consider them.
As I see it the other solutions could be:
- Automation Studio