Re: Postal code routing

Anonymous
Not applicable

Postal code routing

Looking to load lists and allocate contacts to a sales rep based on postal code matching

Is anyone doing this or know a way to do it?

Thanks,

5 REPLIES 5
SanfordWhiteman
Level 10 - Community Moderator

Re: Postal code routing

Q should probably be in Products​. 

Anyway, the answer is another question: Do you have a service with which someone can lookup a rep by postal code? Because without that, there's nothing for Marketo (or SFDC) to consult.

For example, I just rolled out a form for a client that automatically selects the lead's local dealer based on zip code.  But for this to work they obvs. had to have a service I could call to populate the dealer info.  If you had a similar service, you could easily call out to it via webhook when the lead comes in. (Or you could call the webhook from the Excel side before uploading, for that matter.)

The key, then, is to be prepared with a way of mapping postal codes to reps. Interfacing with that "way," whatever it is, is the easier part,

Anonymous
Not applicable

Re: Postal code routing

Thanks Sanford. 

At this time we're looking at possible options and as you say matching prior to upload might be the best and easiest solution.

Anonymous
Not applicable

Re: Postal code routing

Hi David,

You can use a webhook from

DIY webhooks library for Marketo - Marketo LaunchPoint – Marketo LaunchPoint

Particularly, this one from the Web Hook Library

We have used it for territory lookup, Dynamics GUID lookup, and several others

Rajesh Talele

Andy_Varshneya1
Level 9

Re: Postal code routing

RealZip in SFDC is another option as well.

SanfordWhiteman
Level 10 - Community Moderator

Re: Postal code routing

Yes, if your territory matching is only available via a private database lookup, this will be your best bet. Similarly, if the logic is contained in SFDC (via Apex or workflow) that would be the place to do it. 

Ultimately, it's a matter of the logic behind the lookups, and how the lookup table is (or can be) exposed to other applications, not the technical integration between the lead database and the table.