Re: Only Synchronize XXX Leads with Salesforce

Anonymous
Not applicable

Only Synchronize XXX Leads with Salesforce

Is it possible to retain a certain group of leads within marketo without having them enter the SF ecosystem?

 

For example, say I have "free trial" leads that I don't want in salesforce until they have been nurtured.  Is there a way to prevent them from making the jump?

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Kenny_Elkington
Marketo Employee

Re: Only Synchronize XXX Leads with Salesforce

Hey Robert,

Marketo will not sync leads created in Marketo to SFDC unless you tell it to.  This means that you'll ned to set up your lead lifecycle to prevent synching to SFDC until you've nutured them.  Typically this is done with a trigger campaign based on a lead status change, then telling Marketo to sync them to SFDC.
Anonymous
Not applicable

Re: Only Synchronize XXX Leads with Salesforce

So - can/should I still use the "Salesforce Campaign Sync" to tie each marketing program to a SF campaign, or would this sync the leads once their program status changes automatically?