Creating or updating leads, contacts, or accounts in your CRM system

The Run Integration Rules form-processing step creates or updates contacts or accounts in your integrated CRM system. Use it to ensure that submitted data is consistent across your marketing and sales data environment, so that it is ready for use in targeting, segmentation, lead scoring, and reporting.

When configuring this form processing step, you specify the integration rules you want to invoke to move the contact data. You can manually specify the integration rule set or you can use one of the following options:

  • Use a picklist - Use this option if the form contains information that you can configure Oracle Eloqua to use to determine the integration rule set to be used. See Using picklists with form processing steps for more information.
  • Use the value of a form field - Use this option if your form specifies the integration rule set. For example, if different regions use their own CRM integration, you can have separate forms each region, and use hidden form fields to specify the appropriate rule set.

For more information on CRM integration see the following topics:

To create or update leads, contacts, or accounts in your CRM:

  1. Open a form or create a new one.
  2. Click Processing.
  3. Add a new processing step:
    • In the classic UI, click The Add icon in the left pane.
    • In the Redwood experience, select An image of the Add button..
  4. Choose the Run Integration Rules step:
    • In the classic UI, double-click Run Integration Rules.
    • In the Redwood experience, select Run Integration Rules.
  5. Choose how you want to select the integration rules:
    OptionSteps
    Manually specify the rule set
    1. Select Always run the same integration rule set.
    2. On the Choose an integration Rule Set drop-down menu, select the rule set.
    Use a picklist
    1. Select Use a picklist to select the integration rule set.
    2. Select the form field.
    3. Select the lookup table.
    Use a form field
    1. Select Use the value of a form field to select the integration rule set.
    2. Select the field.
  6. If you need to review or modify the rule set, click Edit Integration Rule Sets.

  7. To override the default key field mapping, click Advanced Settings and choose the key field.

    Note: The form’s Key Field Mapping is where you map a form field to a contact record field. In the classic UI, you can access it by clicking the @ icon in the bottom-left corner of the screen; in the Redwood Experience, it’s located in the left panel. By default, if your form includes an Email Address field, the Key Field Mapping is set to Email Address. You can modify or override this configuration as needed.

  8. Specify when to process this step.
  9. Click Save.