We use CRM and are planning to delete hard bounces from Marketo but unsure how to disqualify these contacts in CRM since the invalid email information doesn't transfer from Marketo to CRM. Does anyone have a work-around or best practice for this? We have about 18,000 hard bounces so manually disqualifying these leads in CRM is not an option. We are looking for a way to automate or at least pull these into an advanced find in CRM. Any ideas or feedback appreciated.
Hi Emily -- a couple of questions & ideas for you:
1. Do you have a specific Lead Status value that marks leads as disqualified or invalid?
(We have "Invalid" as a Lead Status, which automatically dq's them in our SFDC)
If so, you could set up a Smart List in Marketo that queries for any hard bounces (I can suggest a couple of ways to query on this if you'd like), then run a single flow on all of them that changes their Lead Status value to the Invalid or DQ status. This Lead Status change will sync to SFDC if you have that field mapped.
2. Are you looking to pass the actual hard bounce reason into SFDC?
If so, Marketo has an "Email Invalid Cause" field that you can map to a custom field in SFDC.
Let me know if I can provide more clarification or tips on this. Happy to help.
Hi Bruce, Thanks for your feedback. We use Microsoft Dynamics CRM, not Salesforce.
Yes, we have a "disqualified" lead status in CRM as well as a reason code "cannot contact". We already have a smart list in the lead database to identify hard bounces as email invalid is true. As far as the flow you suggest, I assume that would be under an operational smart campaign, but under flow we do not have "change lead status" as an option. Let me know your thoughts.