Action: Create or Update Lead

Marketo Operation

The Create or Update Lead action adds a new lead or updates an existing one with fresh data in your marketing database.

Example User Story

I want to ensure our sales team always has the latest contact details, so I’ll use Marketo’s Create or Update Lead action to sync new form submissions directly into our CRM.

Fields

Field Name	Field Type	Required
email	String	Yes
firstName	String	No
lastName	String	No
company	String	No
customFields	Map	No

Related Connections

Marketo

Related Automations

Example link

Code (Apache v2.0): Operation

{
  "handle": "create-or-update-lead",
  "state": "inDev",
  "meta": {
    "short": "Create or Update Lead",
    "description": "Creates a new lead or updates an existing lead in Marketo based on the provided email address."
  },
  "input": [
    {
      "name": "email",
      "type": "String",
      "required": true,
      "meta": {
        "description": "Email address of the lead"
      }
    },
    {
      "name": "firstName",
      "type": "String",
      "required": false,
      "meta": {
        "description": "First name of the lead"
      }
    },
    {
      "name": "lastName",
      "type": "String",
      "required": false,
      "meta": {
        "description": "Last name of the lead"
      }
    },
    {
      "name": "company",
      "type": "String",
      "required": false,
      "meta": {
        "description": "Company name of the lead"
      }
    },
    {
      "name": "customFields",
      "type": "Map",
      "required": false,
      "meta": {
        "description": "Custom fields to be updated for the lead"
      }
    }
  ],
  "output": [
    {
      "name": "success",
      "type": "Boolean",
      "selector": ["success"],
      "meta": {
        "description": "Indicates whether the operation was successful"
      }
    },
    {
      "name": "result",
      "type": "String",
      "selector": ["result"],
      "meta": {
        "description": "Detailed result of the operation"
      }
    }
  ],
  "steps": [
    {
      "type": "http",
      "http": {
        "method": "POST",
        "path": "/rest/v1/leads.json",
        "headers": {
          "Content-Type": "application/json"
        },
        "bodyTemplate": {
          "value": "{\"input\":[{\"email\":\"{{email}}\",\"firstName\":\"{{firstName}}\",\"lastName\":\"{{lastName}}\",\"company\":\"{{company}}\",{{#customFields}}{{#each customFields}}\"{{@key}}\":\"{{this}}\"{{#unless @last}},{{/unless}}{{/each}}{{/customFields}}}]}",
          "placeholders": [
            {
              "name": "email",
              "type": "String",
              "description": "Email address of the lead",
              "required": true
            },
            {
              "name": "firstName",
              "type": "String",
              "description": "First name of the lead",
              "required": false
            },
            {
              "name": "lastName",
              "type": "String",
              "description": "Last name of the lead",
              "required": false
            },
            {
              "name": "company",
              "type": "String",
              "description": "Company name of the lead",
              "required": false
            },
            {
              "name": "customFields",
              "type": "Map",
              "description": "Custom fields to be updated for the lead",
              "required": false
            }
          ]
        }
      }
    }
  ]
}