Adding Lead Score to New Tasks Created

[Anonymous]

Hi there,

For downloaded assets, we create tasks on a one-off basis depending on the importance of the asset and relevance to a SFDC dashboard/report.  We have a lead scoring program in place, but, with this sort of thing, we have to add a score change to the flow step every time.

We're re-doing our lead scoring mechanism, and I was curious if there's a way of adding a certain score in the event that ANY task created via Marketo that includes "Download" in the Subject, thereby not having to add the score to the flow step alongside the creation of the task in SFDC.

Any assistance would be appreciated!

Thanks 🙂

[Anonymous]

Instead of adding a task, you could add the leads to a campaign and then in your scoring formula you could have a rule that says "became a member of a campaign" where the campaign name contains "Download".

Another benefit of adding those leads to campaigns is that it's an automatic tracking system for conversions/opps/$ won by leads and contacts in the campaign (we had 500 downloads, 50 of which converted, and 25 of these are closed won, representing $.)

[Anonymous]

Ingrid, 

I'm not sure of a Marketo trigger that would accomplish what you're trying to do, but I believe this can be accomplished via a SFDC workflow rule if your lead score is synced. Not ideal, but you were just asking if there was a way to do it, and there is.