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 !
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.
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).
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.
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.
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:
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.