Sync MKTO leadid to SFDC

Mark_Farnell
Level 4

Sync MKTO leadid to SFDC

Is it possible to sync the Marketo lead ID to SFDC.

We are working with a potential partner that does not have a MKTO integration, but does have an SDFC integration.  The partner's product watches for web behaviour and reports on content tags viewed (not just URls).  We need the partner to be able to understand a known lead has visited the website and report on that behaviour direct into Salesforce.


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12 REPLIES 12
Edward_Masson
Level 10

Re: Sync MKTO leadid to SFDC

I'm sure you can create a custom field in SFDC and have a workflow rule to stamp that field with the contents of 'View in Marketo'  field which contains the Marketo ID.

I've not tried it but thats where I would work with my SFDC Admin to see if it's possible.
Anonymous
Not applicable

Re: Sync MKTO leadid to SFDC

We use the Marketo ID in SFDC - our admin team set it up as a custom field.

It is really helpful for us when we were linking up Marin pixels from Landing Pages to track through to SFDC.

Good luck!
Josh_Hill13
Level 10 - Champion Alumni

Re: Sync MKTO leadid to SFDC

The way to do this is to create a formula field in SFDC on all records that Marketo can see:
Accounts
Opps
Leads
Contacts

Ask SFDC to map ID to "SFDC ID Number" field in SFDC. Marketo will see this on each record. I do recommend using this on each Object because you may want to create direct links in your Sales Alerts.

http://na.salesforce.com/{{lead.SFDC ID Number}}

Yes, Marketo sometimes does see the ID #, but I've had experiences where this did not work well and a custom workaround was necessary.
Mark_Farnell
Level 4

Re: Sync MKTO leadid to SFDC

Hi Josh - thanks for the suggestion, but I'm a bit unclear.  Why would it be a formula field?  At this stage all I want is the marketo leadid referenced on the contact/lead in salesforce.  Isn't it a case of just creating the right field type (text?) and then mapping to the marketo leadid field in marketo field management?
Jon_Wu
Level 3

Re: Sync MKTO leadid to SFDC

I know I'm late to the party, but I had the same question. In case this helps anyone else, here's what I did.

I solved this by creating a Number field in Salesforce for Marketo Lead ID. Then, that gets synced with Marketo and I can have a Smart Campaign copy {{lead.id}} into that field when leads are first seen from Salesforce.

I tried to see if I could use Field Management to map the lead ID or even a Marketo custom formula that referenced {{lead.id}}, to my Salesforce field, but it didn't seem like you could map things that way as far as I could tell.

Michael_Oslin
Level 2

Re: Sync MKTO leadid to SFDC

@Jon Wu

Could you please elaborate on this part:

"I can have a Smart Campaign copy {{lead.id}} into that field when leads are first seen from Salesforce"

Is that a flow step?

I'm confused how you write the Marketo ID into the new SFDC field.

thank you-

SanfordWhiteman
Level 10 - Community Moderator

Re: Sync MKTO leadid to SFDC

Yes, a Change Data Value flow step with the token in the new value box.

Victor_Bloise2
Level 1

Re: Sync MKTO leadid to SFDC

Hi Michael - I created a Program in my Operational folder, in this program I have one recurring SmartCampaign that looks for "Email Address Is Not Empty" in the SmartList. From there, I have a Flow for Change Data Value, that get the Attribute (the field for the Marketo Lead ID I created in Salesforce *Important, must have the same name in contacts and leads if you want to use the same for both, so marketoid__c for instance). And the Change Data Value Attribute for this field is {{lead.id}}. This runs 2x per day.

Michael_Oslin
Level 2

Re: Sync MKTO leadid to SFDC

Thank you Victor & Sandford-

I have a pretty basic question since I haven't been on the creating token side too much.

Is the Token Name = eg MarketoID what is the Value {{lead.id}}

Also is this a Text type token?
I think I'm lost when it comes to pulling in the lead id part and the setup of the token.

Thank you in advanced.