How to sync new Marketo person records to Salesforce

Version 3

    Issue Description
    New Marketo person records will not automatically sync to Salesforce to create new Lead records after being created by default. There are other actions required to get these new records into Salesforce.

     

    Issue Resolution
    In order for new Marketo person records to sync over to create new Salesforce Lead records, they will need to be run through a Sync Person to SFDC flow step or be given a member status in a Program that is synced to a Salesforce Campagin.

     

    Sync Person to SFDC flow action: You can sync a new Marketo person record to Salesforce using this flow action as either a single step flow action or as a flow step in a smart campaign.

    • Single-Step Flow Action: In Lead Database, select the Marketo person records you want to sync, click Person Actions > Salesforce > Sync Person to SFDC
    • Flow Step: Creating a smart campaign that utilizes the Sync Person to SFDC flow step will sync the Marketo person record to Salesforce.

    Note: Other SFDC flow steps, such as Change Lead Owner, or Change SFDC Campaign status, will also sync the record to Salesforce, since the record must be in Saleforce in order for these steps to execute.

     

    Program Member Status Sync: Giving a new Marketo person record a member status in a Program that is synced to a Salesforce Campaign will sync that new person record to Salesforce during the next scheduled Salesforce sync.


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