We have a Marketo instance in which we originally built a custom api sync to pass data into Marketo 6yrs ago. Our client has decided to transition to salesforce in in the next couple months. A majority of our data will be passed via the SFDC/Marketo Sync. However, we do still need to retrieve some data from our orginal CRM.
Can we connect SFDC and a CRM to Marketo?
Are there any recommendations to on what we can match on? (ex. email address, custom ID, salesforce ID etc.)
Need a very clear process chart and an understanding of which fields map, can be overwritten, etc. There are several dozen threads on this site about this kind of situation. I believe there is even a presentation in the past couple of years on how to manage it.
CRM > Marketo > SFDC