Re: How can I make sure we aren't marketing to previously deleted contacts?

Anonymous
Not applicable

How can I make sure we aren't marketing to previously deleted contacts?

I want to ensure we aren’t marketing to contacts we have deleted or deactivated from CRM. I performed two tests – one delete and one deactivation.

Test #1

  • Deleted "Kathy" from CRM on 10/05/15
  • Kathy Gerum still exists in Marketo
  • In Marketo the field of “Microsoft is Deleted” is set to “true”
  • There was also the Activity Type of “Delete Lead from Microsoft” was logged

Test #2

  • Deactivated "Claudel" in CRM on 10/06/15
  • Claudel Robert still exists in Marketo
  • In Marketo the field of “Microsoft is Deleted” is set to “true”

Recommendations? What can I do to make sure once they are deleted in our CRM that they are deleted from Marketo?

2 REPLIES 2
John_Clark1
Level 10

Re: How can I make sure we aren't marketing to previously deleted contacts?

Hi Kristi,

You could set up a trigger campaign that would wait for that Microsoft Is Deleted field to be set to true.  The flow for the campaign would be a Delete Lead flow step, which would delete them in Marketo as soon as the Microsoft delete activity was logged.

John

Grégoire_Miche2
Level 10

Re: How can I make sure we aren't marketing to previously deleted contacts?

Additionally, you can also run a batch campaign to delete from Marketo all the leads that have been deleted from MS Dynamics.