Microsoft dynamics integration

Anonymous
Not applicable

Microsoft dynamics integration

How can I synchronise i my CRM only the sales leads (scoring > 50)  and not all my marketo contacts?

Is it by default in the integration process?

Thanks for your help,

Amaury

Tags (1)
2 REPLIES 2
Anonymous
Not applicable

Re: Microsoft dynamics integration

The integration from Marketo to CRM is controlled by a flow step. You will have complete control over the initial decision to sync a Marketo-only record to Dynamics. Once it's synced, the system will keep them in sync automatically.

You can read about that here: Sync Lead to Microsoft - Marketo Docs - Product Docs

Josh_Hill13
Level 10 - Champion Alumni

Re: Microsoft dynamics integration

Yes, but remember to setup as a mini lead lifecycle where you have a campaign that says:

Data Value Changes: Lead Score is at least 50 (and was under 50 before)

Flow=Sync Lead to MSD