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Hi Greg-- Do you know if there's a way for us to fill the Lead Company dynamically--possibly in the Lead Lifecycle. We use the the Non Profit Service Pack in our Salesforce instance which treats Contacts as Organizations. If no company is chosen for a contact, it defaults to the contacts name. We'd like to do the same for our Leads so when they're converted we'll have the name as the organization.
Do you know a way we can set this up for our Lead sync between Marketo and SF.
Thanks
Irwin Horowitz
Girls Who Code
Hi Irwin,
Yes, this is feasible. Create a smart campaign with the following parameters:
Activate it.
You can also create a batch campaign that does the same for all leads for which SFDC Type [Lead] is not Contact
-Greg
Thanks for the quick response Greg. We'll give this a try.
Irwin
Hi Greg,
Your solution is working. We set the company name to {{lead.First Name}} {{lead.Last Name}}.