Lead Type - Required Field on Lead and Contact Record in SFDC
I have been in contact with Marketo support on this topic but curious how others capture lead type.
For example, we're looking at creating a required field on a lead record and contact record in SFDC. It's my understanding that if the required field is empty (we haven't put anyting in place on our landing page forms yet) this will prevent the syncing to SFDC.
I'm wondering how others tag "new" leads that come in via a manual process, for example, via a phone call to your sales line or sales received an email via an alias.
Re: Lead Type - Required Field on Lead and Contact Record in SFDC
If you want to create a new required field to tag new manually inbound leads and you're worried about it interferring with the sync, could you create a trigger campaign to populate that field automatically before syncing to SFDC?
That way it would be required for new leads on the SFDC side, but would have a placeholder value when the lead came in from Marketo.