Lookup with the Database

Yash · ‎11-12-2020

I have exported a segment from crm based on certain conditions. I need to make an email blast to this segment out of Marketo, so will need to perform a lookup with the database based on the email address. I have more than 10000 records. What would be the quickest way to find out how many of them exists in Marketo?

Salytics · ‎11-12-2020

Hi Yash,

DISCLAIMER: These are NOT the most elegant solutions, but they should work.

1) List Upload

Create a program in Marketo to upload your exported list to
Upload your CRM export into a Static List in the program
Create a Smart Campaign in the program with the Smart List filter "Lead was Created" with the List Name constraint. If a lead was created by your list, it means they were not in Marketo before. Existing leads will be excluded.
Add in the flow steps of "Remove from List" and "Delete Person". This removes all of the new leads from your static list and Marketo.
Now you can use the Static List for your email blast

2) Spreadsheets (Excel)

If you don't want to import leads to Marketo, you could also identify the existing leads using Excel.
First, export your leads from Marketo. The main field you need here is email address.
Next, compare the emails from the CRM export with the emails from the Marketo export - I recommend using index/match or vlookup
Delete any rows where there is no matching email. These are leads that are unique to your CRM and aren't in Marketo.
The remaining leads are the ones in both Marketo and your CRM

In an ideal situation, your Marketo and CRM instances would be synced so you wouldn't have to use either of these methods, but I'm assuming you have your reasons for keeping them separate.

Hope that helps!
Dan

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