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Re: Where do smart lists pull names from?

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Anonymous
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Where do smart lists pull names from?

Do smart lists pull names from the marketo database or sfdc? OR, do they pull from both? Would love some clarity on this!
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Anonymous
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Re: Where do smart lists pull names from?

Lead records are created in the Marketo database when you add them manually, you import lists, someone fills out a form, or they sync over through an API like SFDC integration or a Webinar adapter. You can find more details by checking out the Help Articles section.

We've setup what I call a 1:1 mirror between SFDC and the MKTO databases (so they match) using a triggered campaign that syncs a new lead to SFDC on creation. Depends on internal business processes, but most companies prefer to bake leads a bit longer and only sync what we call "marketing qualified leads" to their CRM.

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Anonymous
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Re: Where do smart lists pull names from?

Marketo Database
Michelle_Tizian
Level 10

Re: Where do smart lists pull names from?

Marketo.  
Anonymous
Not applicable

Re: Where do smart lists pull names from?

How do the leads get into the Marketo database?
Anonymous
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Re: Where do smart lists pull names from?

Furthermore, is there a way to have our marketo lead database match the names in our sfdc database?
Anonymous
Not applicable

Re: Where do smart lists pull names from?

Lead records are created in the Marketo database when you add them manually, you import lists, someone fills out a form, or they sync over through an API like SFDC integration or a Webinar adapter. You can find more details by checking out the Help Articles section.

We've setup what I call a 1:1 mirror between SFDC and the MKTO databases (so they match) using a triggered campaign that syncs a new lead to SFDC on creation. Depends on internal business processes, but most companies prefer to bake leads a bit longer and only sync what we call "marketing qualified leads" to their CRM.
Anonymous
Not applicable

Re: Where do smart lists pull names from?

Okay, thank you for your help! Very useful!