We provide a solution which helps identify new leads and enrich leads with social identities and lead scores. We have just released an integration to import and export leads between Marketo and our solution. In the current release of the Rest API framework from Marketo, we can only match the lead data using a look up field that we call ‘Custom Marketo ID’ (which checks to see if a lead already exists in Marketo with a given Marketo ID). We would like the capability to do the matching based on multi-field lookup (e.g., twitter handle, LinkedIn ID etc). An example scenario would be:
New Lead in NextPrinciples:
- First Name: Joe
- Last Name: Smith
- Marketo ID: ‘’
- Twitter ID: ‘joesmith’
- LinkedIn ID: ‘jsmith1’
- email: ‘joe@np.com’
Only Lead in Marketo:
- LinkedIn ID: ‘jsmith1’
When this lead is exported from NextPrinciples to Marketo, it first checks to see if there is a Marketo ID in the lead record. Since the value is null, it then looks to see if there is a Twitter ID. In this case, it finds ‘joesmith’ and uses the Marketo API call to look up the field ‘Twitter ID’ in Marketo to see if a lead exists with the field’s value as ‘joesmith’. Since there is no lead found with this Twitter ID in Marketo, our call to Marketo then looks up the LinkedIn ID and checks if a lead exists in Marketo with the LinkedIn ID value of ‘jsmith1’. It finds a match and therefore updates the existing lead in Marketo and does not create a new lead.
Furthermore, can we define logic among "lookupFields"? For example, can we define "email" OR “twitter ID", (alternately) "email" AND “twitter ID"?
Can we define a precedence? For example, if more than one lead was matched, then we get the lead that has a matched “twitter ID”, instead of another lead that has a match based on “linkedIn ID” only.
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