Looking to load lists and allocate contacts to a sales rep based on postal code matching
Is anyone doing this or know a way to do it?
Q should probably be in Products.
Anyway, the answer is another question: Do you have a service with which someone can lookup a rep by postal code? Because without that, there's nothing for Marketo (or SFDC) to consult.
For example, I just rolled out a form for a client that automatically selects the lead's local dealer based on zip code. But for this to work they obvs. had to have a service I could call to populate the dealer info. If you had a similar service, you could easily call out to it via webhook when the lead comes in. (Or you could call the webhook from the Excel side before uploading, for that matter.)
The key, then, is to be prepared with a way of mapping postal codes to reps. Interfacing with that "way," whatever it is, is the easier part,
At this time we're looking at possible options and as you say matching prior to upload might be the best and easiest solution.
You can use a webhook from
Particularly, this one from the Web Hook Library
We have used it for territory lookup, Dynamics GUID lookup, and several others
Yes, if your territory matching is only available via a private database lookup, this will be your best bet. Similarly, if the logic is contained in SFDC (via Apex or workflow) that would be the place to do it.
Ultimately, it's a matter of the logic behind the lookups, and how the lookup table is (or can be) exposed to other applications, not the technical integration between the lead database and the table.