Team,
Im hoping to gain some insight in to how other Marketo admins are bracing for GDRP compliance.
We currently have a complete two way sync between Marketo and Salesforce for leads from all sources, including sales imported leads from prospecting tools.
I have recently staged our double-optin process and set up some streams to reflect new subscription roles.
I am leaning towards not enabling sales imported leads to sync into Marketo until they fill out a form on the website. We currently have customers/leads from all over the world and I would hate for a sales imported leads from double-optin country to receive their confirmation email / double opt-in email.
I could just filter out the sales leads from the double opt-in process, but this negates the purpose of having a double opt-in center.
Any insight on this would be great!
Thank you,
Erik
Hi Erik,
Rather than witholding sales created leads from Marketo, I would allow them to sync but keep them Marketing Suspended until they fill out a form. Blocking them from existing in Marketo would cause a duplicate to be created in your CRM when the lead does fill out a Marketo form.
Awesome, I think this may be the way we go! Thanks for the feedback