Mapping your CRM fields before integrating with Marketo

Marketo Employee

Mapping your CRM fields before integrating with Marketo

Are you getting ready to integrate your CRM with Marketo? To make the process smoother, be sure to map out your fields and their relationships before you connect the two systems. Check out this worksheet put together by the one and only Juli James to get started!

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2 REPLIES 2
Level 5 - Champion Alumni

Re: Mapping your CRM fields before integrating with Marketo

This is an absolute must and saves you headaches down the line of having to work with Support to remap fields on Marketo backend. Make sure your CRM team understands a custom field on the lead object in Salesforce should be mapped to a contact field on the contact object so that data is carried over when a conversion occurs. I've seen too often where duplicate fields are created in Marketo, one for Lead and one for Contact.

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Re: Mapping your CRM fields before integrating with Marketo

It certainly will reduce a lot of headache :-). It is always important that all the teams, CRM, Marketing and Sales understand how these fields are important and what purpose they are solving.