Lead Write

In this article

Overview

You can use the Lead Write Snap to interact with leads using commands and make modifications to the Lead database. Lead Database objects include the following:

  • Leads

  • Companies

  • Named Accounts

  • Named Account List

  • Static List

  • Opportunities

  • Opportunity Roles

  • Sales Persons

  • Custom Objects

  • Activities

Prerequisites

A valid account with the required permissions. See Roles and Permissions for more information.

Support for Ultra Pipelines

Works in Ultra Pipelines

Limitations

Known Issues

  • If the API rate limit of 100 calls per 20 seconds exceed, the API responds with a 606 error code and the Snap fails.

  • This Snap fails with 709 error on selecting Update Email Full Content, Update Landing Page Dynamic Content Section, Approve program, and Activate smart campaign commands.

  • This Snap fails with 702 error on selecting Delete Landing Page and Discard Email Draft commands.

  • This Snap fails to discard drafts with 1003 error on selecting Discard Custom Activity Type Draft command.

  • Marketo Snaps do not support some special characters (for example, (𝖖𝖗𝖘𝖬𝖭𝖮𝗕𝗖𝘧𝘨𝘩𝛀𝛁𝛂𝛃𝛄𝛅𝛆𝛇,𝖗𝖘𝖬𝛌𝛗𝛘𝛙𝛴).

Snap Input and Output

Input/Output

Type of View

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input/Output

Type of View

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Document

  • Min: 0

  • Max: 2

  • Mapper

  • Copy

Write to the Lead database using a command.

Output

Document



  • Min: 0

  • Max: 1

  • Mapper

  • Copy

Results returned by Marketo.

Snap Settings

  • Asterisk ( * ): Indicates a mandatory field.

  • Suggestion icon ( ): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon ( ): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon ( ): Indicates that you can add fields in the fieldset.

  • Remove icon ( ): Indicates that you can remove fields from the fieldset.

Field Name

Description

Field Name

Description

Label*

Specify an unique label for the Snap.

Default ValueLead Write
ExampleDepartment Members

Command*

Enter the command to query the Asset database to retrieve the desired recordsAlternatively, click the Suggestion  icon to fetch a list of commands.

Default Value: N/A
Example: Merge Leads

Query Parameters

You can use this fieldset to define the name and value for query parameters on request.

Ensure that the query parameters are unique and not defined in both input documents and properties.

Name

Specify the name of the query parameter for retrieving assets.

Default Value:N/A

ExampleleadIds

Value

Specify the value for the query parameter for retrieving assets.

Default Value:N/A

Example17 or 17,18

Snap Execution

Select one of the three following modes in which the Snap executes:

  • Validate & Execute. Performs limited execution of the Snap and generates a data preview during Pipeline validation, then performs full execution of the Snap (unlimited records) during Pipeline runtime.

  • Execute only. Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled. Disables the Snap and all Snaps downstream from it.

Default ValueValidate & Execute
ExampleValidate and Execute

Troubleshooting

Error

Reason

Resolution

Error

Reason

Resolution

An error occurred reading from Marketo (609 error).

Invalid attribute value.

Add toString() to your expression in the Command field.

Example

Writing A Lead To the Lead Database

The following example Pipeline demonstrates how we can sync a lead to the Lead database using the Lead Write Snap.

Initially, we pass the following required lead values and account name in the Pipeline as key-value parameters.

Key

Value

Key

Value

MarketoAccountName

DG_Marketo_Account

FirstName

John

Gender

Male

LastName

Doe

We begin with mapping the lead information using the Mapper Snap.

Upon validation, we see the lead information in the output preview of the Snap.



Next we configure the Lead Write Snap, to insert the lead information into the folder which is in the Lead database. 

Upon validation, we see a confirmation on the lead created in the Lead database.


Download this Pipeline.

Downloads

Important Steps to Successfully Reuse Pipelines

  1. Download and import the Pipeline into SnapLogic.

  2. Configure Snap accounts as applicable.

  3. Provide Pipeline parameters as applicable.

  File Modified

File Example_Lead_Write_Sync_Leads.slp

Jul 22, 2021 by Kalpana Malladi

Snap Pack History


See Also