How can I sync Marketo lead to SFDC as a person account?

[Anonymous]

I want some leads that come into Marketo from certain forms/landing pages to sync to SFDC as a person account and not as a lead. Is it possible to do this? Thanks.

Trent

[John_Clark1]

Hi Trent,

All records synced from Marketo to SFDC have to be pushed as leads.  It's not currently possible to sync them as any other object.

There has been a lot of talk about making this possible though, and I'd encourage you to vote for any ideas in the ideas section that you like.

John

[Anonymous]

Thanks John.

But there is a way to convert a lead in Marketo from lead to contact, right? Could I automate that somehow, based on what form or landing page the lead entered on?

[Grégoire_Miche2]

Hi Trend,

I would rather manage that with a trigger in salesforce, as you will have to finely pilot the contact conversion. The Marketo "convert lead" flow step is rather rudimentary, IMHO, and will not enable you to pilot whether the lead should convert into a Person Account of not.

-Greg

[Anonymous]

Good insight, thank you.

But with a trigger, will I still be able to dictate which leads get converted to person account based on the Marketo landing page or form they entered in on?

Trent

[Grégoire_Miche2]

Hi Trend,

What you should do is create a lead field, type = checkbox, names "convert to person account". When you would want to convert the lead to a person account, you would just check this field in Marketo (with a change data value). The trigger would only fire when the field is checked and perform the conversion. So you would have full control over WHEN and IF it should convert to a person account.

-Greg

[Anonymous]

Excellent feedback.

Thanks much, Greg.

[Josh_Hill13]

Is it possible during the sync to stamp the lead with Record Type ID=X such that Marketo will tell SFDC to run this as a Person? Maybe that only works after the Person Account.

[Grégoire_Miche2]

Hi Josh,

Yes, this only works after conversion, as Person Account record types are for contacts.

-Greg