Lead Scoring - Combined Score

Anonymous
Not applicable

Lead Scoring - Combined Score

OK here's one that has me stumped.  We have a historic lead score that we took from our past marketing automation vendor and brought into Marketo.  We have now created the go forward scoring in Marketo and want to use the combined score to determine when to push a lead over to SF.  Is there a way to create a formula field on the marketo side that adds that old historic score to the real time incrementing score in Marketo to decide if it should be passed over or not?  I have the total lead score formula in SF, but that doesn't help for these new ones coming in which by definition are not in SF yet.
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5 REPLIES 5
Diederik_Marte4
Level 6

Re: Lead Scoring - Combined Score

You can't do math in Marketo. I use http://www.calcitnow.com/ for this. But why keep them both seperate? Why not add the Marketo scores directly to the old score field? In admin you can choose the score field to be shows as flames/stars in Salesforce. This is because you can use a lot of score fields. I don't even use the default score field. I use a custom score field.
6x Marketo Champion | Marketo Certified Solutions Architect (MCSA) | Marketo User Group Leader | International Speaker on Marketing Technology
Diederik_Marte4
Level 6

Re: Lead Scoring - Combined Score

CalcItNow is completely revamped. It's now the only ReST API native integrated formula suite for Marketo (also works stand-alone). Check it out on Launchpoint: CALCITNOW - Field formula calculations – Marketo LaunchPoint 

6x Marketo Champion | Marketo Certified Solutions Architect (MCSA) | Marketo User Group Leader | International Speaker on Marketing Technology
Adam_Benitez1
Level 3

Re: Lead Scoring - Combined Score

Try using Webhooks to create your formula: Using Formulas in Marketo .

I haven't tried it yet so can't vouch for it, but if it works, please let us know.

Grégoire_Miche2
Level 10

Re: Lead Scoring - Combined Score

HI Sharon,

You also can ask Marketo Service to enable you and set up the Munctions feature that can sum up 2 score fields in Marketo.

-Greg

Roxann_McGlump1
Community Manager

Re: Lead Scoring - Combined Score

Support is not able to set up this feature. Marketo Professional Services used to be able to set up this feature, but they no longer offer it.