Re: Marketo to create an Account and Contact in SFDC

Anonymous
Not applicable

Marketo to create an Account and Contact in SFDC

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.

11 REPLIES 11
Grégoire_Miche2
Level 10

Re: Marketo to create an Account and Contact in SFDC

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
Not applicable

Re: Marketo to create an Account and Contact in SFDC

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).

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Grégoire_Miche2
Level 10

Re: Marketo to create an Account and Contact in SFDC

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
Not applicable

Re: Marketo to create an Account and Contact in SFDC

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
Level 10

Re: Marketo to create an Account and Contact in SFDC

Hi Franco,

Agreed. Vote here:

-Greg

Dan_Stevens_
Level 10 - Champion Alumni

Re: Marketo to create an Account and Contact in SFDC

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:

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Grégoire_Miche2
Level 10

Re: Marketo to create an Account and Contact in SFDC

Hi Dan,

Yes, here they are:
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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
Not applicable

Re: Marketo to create an Account and Contact in SFDC

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

Grégoire_Miche2
Level 10

Re: Marketo to create an Account and Contact in SFDC

Hi Dominick,

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

-Greg