Re: I want import a list & isolate it so that it does NOT sync to Dynamics CRM? Any ideas?

Anonymous
Not applicable

I want import a list & isolate it so that it does NOT sync to Dynamics CRM? Any ideas?

We are going to use a list for Recruiting purposes and therefore do NOT want it to sync to CRM. We want to keep all of our Sales leads safe. Any ideas? Static list? The # of people on the list (that we have yet to import) is 900. Our Marketo expert told us to do a test list of 100 and run that through to see what happens before adding rest of list. Thank you!

2 REPLIES 2
Jim_Thao7
Level 9

Re: I want import a list & isolate it so that it does NOT sync to Dynamics CRM? Any ideas?

I would suggest to take a look at the bigger picture of custom sync filters for all records in your instance: Create a Custom Dynamics Sync Filter - Marketo Docs - Product Docs

Anonymous
Not applicable

Re: I want import a list & isolate it so that it does NOT sync to Dynamics CRM? Any ideas?

Thanks, Jim! I will take a look. I really appreciate it!