I would like to have leads deleted from Marketo (but remain in our CRM Salesforce) three months after each email campaign is finished.
Any suggestions on how to go about doing that?
Thanks very much for your help!
Hi Teresa Vogelpohl,
You can set up your smart list or flow however you need to designate the time (three months after), but when deleting leads from Marketo, the flow step gives you the choice of whether or not to delete from CRM as well. If you just select False, it only deletes in Marketo and leaves the SFDC record intact.