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Is it possible to assign a lead owner during a list import?

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Question:

Is it possible to assign a lead owner during a list import?

Answer:

No. The reason for this is because lead ownership is a Salesforce functionality and should be first done from within Salesforce. However, there are multiple options available to you, here is one of the easiest options available to you within Marketo:

1) Upload yours leads into Marketo's Lead Database without lead owner information. i.e. your import CSV will not have any lead owner columns in it. More information on import leads at Import a List of Leads from a Spreadsheet into Marketo (Import List).

2) Once the list import is successfully completed and your leads are in Marketo, you can use the "Sync Lead to SFDC" flow action to assign lead ownership. More information on the "Sync Lead to SFDC" flow action at How the "Sync Lead to SFDC" Flow Action Works.

Contributors
  • Anonymous
Tags (3)
  • lead
  • sfdc
  • sync
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