Hi Community,
I'm in the process of building our email preference center and am stumped on the best way to approach this issue. As a preface our email preference center will actually be similar to Marketo's - specifically the field that autofills the email for known leads. Email Subscription Center - Marketo
My Challenge:
If a known lead decides to change their email address in that email field - how do I prevent a new lead from being created in my CRM (Salesforce) as the email data will be brand new? Is there a way to ensure that the email gets updated in Salesforce for that Lead or Contact record and no new lead is created?
I want to avoid having our CRM filled with blank leads only containing email data and nothing else.
Looking forward to hearing your suggestions!
Thanks,
Sandy
Hi Sandy,
In Marketo, you specify who *does* sync over to CRM, rather than who *does not*, so I don't think there's an easy solution here. However, it seems pretty unlikely that a significant number of leads would be created via your unsubscribe page, especially if you have prefill enabled on it so the email address prepopulates. If you're seeing a significant number of such leads, it may be that the page's prefill isn't working.
Grant
See
Building a Full Subscription Center in Marketo -Marketing Rockstar Guides
on handling this with Not You?
But as Grant said, the # of people who may come in this way will be nearly 0.
Your sync process should only sync the leads you want to have in your CRM. Some firms create a smart list like
First Name IS NOT EMPTY
Last Name IS NOT EMPTY
Email Address IS NOT EMPTY
etc...
although SFDC usually blocks blanks like that in the default setup.