If I upload a list with Campaign ID populated, when one of these leads syncs to SFDC will it automatically add to SFDC Campaign?

[Anonymous]

Disclaimer - our Marketo database is not completely synced to our SFDC database. Everyone in SFDC is in Marketo, but not the other way around.

As leads qualify, they sync over to SFDC. During this flow step in the lead life cycle management program, I've had to set up smart campaigns to add to SFDC Campaign based on certain triggers. It's a makeshift use for SFDC campaigns, I know, but I was wondering what happens when I upload a list of new leads with the campaign ID field filled out. 

What does Marketo and SFDC do when a lead is created and there exists a campaign ID on its record? 

JK

[Anonymous]

Worth testing.  From my vantage point, Campaign ID is not a field in Marketo so it will ignore it.

[Nicole_Mossinge]

Hi Jessie:

Unfortunately, it doesn't work that way.

Have you considered running this through Marketo Programs and letting the regular scheduled sync process push the membership and statuses to corresponding SFDC Campaigns?

To do this, you must ensure that Marketo has all the right permissions to create and edit SFDC Campaigns. See the following article on what you need to enable in Salesforce:
https://community.marketo.com/MarketoTutorial?id=kA250000000KyuK

You can then assign the program progression status either under Program Members tab by importing leads into the Program and assigning the progression status in step 3 of the import., or you can build some logic that reads the campaign ID in your custom field and assigns the proper program and progression status based on that field value.

Hope this helps!

 

[Anonymous]

Hi Nicole,

Because we do not use the program-campaign sync feature, the program membership and statuses won't match the sfdc campaigns...

It's an ongoing issue of figuring out how to determine the appropriate trigger for a lead that is a member of this program and has become an MQL, THEN add to sfdc campaign... but the conversion needs to be attributed to this specific program to qualify as a member of the corresponding sfdc campaign.

I tried using a trigger that listened for a score change, and if they were recently synced to sfdc, then it would add to sfdc campaign... but it was getting too complicated to manage for each program. 

I will probably just simplify the requirements and see how the leads flow from a marketo program to a sfdc campaign.

Thanks for the insight!

JK