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Assign lead owner w/o CRM integration

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Vlada_Prasolova
Level 5

Assign lead owner w/o CRM integration

we are using Marketo w/o SalesForce or any other integration, but i need to be able to split my leads between so-called "owners" to be able to send emails from their  name

it turned out i can't do it either by list upload (the field is blocked) or any other way
"Change data value" doesn't show me this option

i've tried to build a smart-campaing, but there is no option "change owner" as well

is there a way to do it after all?
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Anonymous
Not applicable

Re: Assign lead owner w/o CRM integration

Hi Vlada, I think your best option is to create a custom field and import your lead owner names into this field. Then you can use the new token in the email. The standard owner fields are designed to pull data from SFDC/MSD or SAP.

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Anonymous
Not applicable

Re: Assign lead owner w/o CRM integration

Hi Vlada, I think your best option is to create a custom field and import your lead owner names into this field. Then you can use the new token in the email. The standard owner fields are designed to pull data from SFDC/MSD or SAP.
Vlada_Prasolova
Level 5

Re: Assign lead owner w/o CRM integration

Thank you, Cathal!
i think that would do the trick!
Brendan_Gallagh
Level 2

Re: Assign lead owner w/o CRM integration

What about for "Sending an Alert" in a Flow, can you still do that? Or will that require another workaround?