Lead Assignment during Import

Highlighted
Level 2

Lead Assignment during Import

Is it possible to assign lead owners during list import? I see there's an article on this in the help section (Is it possible to assign a lead owner during a list import?) but the URL is broken/there is a page error. Can someone please give me the scoop?

Many thanks!
Tags (1)
2 REPLIES 2
Highlighted
Anonymous
Not applicable

Re: Lead Assignment during Import

Renee,

I can only speak for SFDC, but I believe Marketo relies on SFDC lead assignment rules to dole out the assignment. You can, however, also specify an owner in Marketo.

I believe the only way to assign owners during list import is to create a smart campaign with a "Sync lead to SFDC" flow with a bunch of conditional criteria. See below. Instead of using Last Name like I did, you can also create a smartlist for each if you want to use both first and last name, and then just specify the smartlist in the flow rule.

0EM50000000RcFr.jpg
Highlighted
Level 2

Re: Lead Assignment during Import

Thanks Charlie. I appreciate your time and the reply. I should have specified (oops!) that we're on MS Dynamics CRM.