Salesforce sync - add as contact if account exists?

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Anonymous
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Salesforce sync - add as contact if account exists?

Is it possible to have Marketo identify whether a company already exists in SFDC as an account - and if so, add the person as a contact instead of a lead?

Example:

Google is a client, and thus an account in SFDC.

Jane Doe works for Google, but has not had any direct interaction with our company and is not in Marketo or SFDC.

Jane Doe downloads an eBook and is added to our Marketo database

Marketo will now sync Jane Doe to Salesforce as a lead, though she really isn't because we already work with her company. We want her added as a contact within the existing account.

I know the match happens by email address - is there any kind of work around?

Thank you!!

1 REPLY 1
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Re: Salesforce sync - add as contact if account exists?

Hi Noreen,

This is really not possible in standard. Marketo can only create leads in SFDC. Period.

Some third party (launchpoint) solutions can do this, though. e.g. Ringlead.

Marketo ABM solution, IMHO, should also be able to do it, but it does not. Vote here:

-Greg