Restricting new Marketo leads from syncing with Microsoft Dynamics

[Anonymous]

We have been using Marketo for 2 years but it was synced using a batch process WEB API to our CRM SalesLogix. We are now upgrading to Microsoft Dynamics. We have a scoring model in place so that only leads that hit a certain threshold come over to SalesLogix currently. I know in the new system, we will have to create a marketing activity to get these leads to sync with Microsoft Dynamics.

How do we restrict leads from flowing over to Microsoft Dynamics automatically every 5 minutes from Marketo to Microsoft Dynamics when they sync? Example: We have people filling out web forms that we want to keep in Marketo only to be part of nurture steam emails. We don't want them right away going to our CRM and getting called on by the sales team.

We have just started using the "Programs" feature in Marketo. Some of our web forms are set up inside of the programs. Most web forms and landing pages are just set up inside the Design Studio so most new leads coming in won't be part of a program. Does it make a difference?

[Calvin_Lam]

We don't automatically sync lead back up to Microsoft unless either

(1) You run the flow action Sync Lead to Microsoft OR
(2) Lead was synced from Microsoft to Marketo.  Once there is a link between a Microsoft Lead/Contact with a Marketo Lead, this lead will be synced bi-directionally anytime there is an update from either side.

[Anonymous]

We have customers in our CRM that we would not want to update thieir records if they filled out a Marketo form with a different address (since it might be a home address and we have many addresses for different purposes in our CRM already). How would we block fields from updating in our CRM so it doesn't override our master record information in the CRM each time they fill out a web form?

[Kenny_Elkington]

Hey Heather,

You can block fields from updates in Marketo via field management.  Go into Admin>Field Management then select the field which you wish to block and select Field Actions>Block Field from Updates then select the sources you wish to block.  Note that this will not prevent empty fields from being written to, it will only block existing values from updates.  You should also know that Marketo will not synch account level updates to CRM, so any account fields associated with a contact will not push updates to CRM.

[Jenna_Stephenso]

What about First Name/Last Name? Can you also block those from syncing if data is already present in Dynamics? We're having an issue where people are typing their names into forms incorrectly and it is overwriting data in the CRM. If it can be done, can you do it from field management, or do you have to get Marketo support?

[Steven_Vanderb3]

You can block field updates for those fields in the same way in Field Management.  You would only want to allow updates from your CRM in that case.