Marketo to create an Account and Contact in SFDC

[Anonymous]

Hi All,

We are planning to start pushing leads from Marketo to our Salesforce instance.

For a particular scenario when users register on our website, we want to straight away sync these creating a Contact and an Account in Salesforce. I am aware of the scenario where we can sync users from Marketo to Salesforce creating Leads; but I am not sure of how do we straight away create a Contact and an Account in Salesforce from within Marketo.

Is the above stated possible? It would be great if you people could help me out with it.

Thank You !

Regards,

-Prabash Rath.

[Grégoire_Miche2 · Accepted solution]

HI Prabash,

No, Marketo can only create leads, campaigns and tasks.

You will have to create the lead and then either convert it from Marketo (not recommended) or develop a trigger in SFDC to do it for you.

-Greg

[Anonymous]

You can execute a triggered flow on Marketo to convert Leads into Contacts. One issue: it will create an opportunity in SFDC for each of these (you can't flag "do not create an opportunity upon conversion).

[Grégoire_Miche2]

Hi Franco,

Which is why you should not use this flow step. And also because it does not offer any flexibility to correctly manage account merge or contact merge.

-Greg

[Anonymous]

Hi Greg,

In fact I never use it for that specific reason but I want him to be aware of it. I really wish they added more capabilities to that flow step, it would save a lot of time.

[Grégoire_Miche2]

Hi Franco,

Agreed. Vote here:

-Greg

[Dan_Stevens_]

Wow, I never realized there were all these option for SFDC users.  I would be thrilled with these options - specifically the "change owner" option.  MS Dynamics users only have this single option:

[Grégoire_Miche2]

Hi Dan,

Yes, here they are:

A lot of work ahead...

The Create Task and Add to SFDC campaign are very useful as well.

There are a lot of specific filters and triggers, as well.

-Greg

[Anonymous]

Wasn't there supposed to be something new about converting and/or creating 'contacts' in the next release?

[Grégoire_Miche2]

Hi Dominick,

This now can be done with Dynamics 2016. But not with Salesforce, at least not yet.

-Greg