SFDC campaign sync without sales notification

[Anonymous]

Can somebody tell me what's the different between these 3 approaches:

- SFDC campaign sync (overview screen of every program)
- hidden form field value (campaing ID)
- SFDC flow action "add to SFDC campaign"

What I'm trying to achieve acutally is to sync new leads into a Salesforce campaign but not trigger the Salesforce notifications or that these leads appear as new leads in the SFDC database.

I can't see the the benfit from SFDC campaign syncing with a marketing automation software. Isn't it the idea to maintain leads and get them scored before the will hand over to CRM?! With a program campaign sync every lead will appear in SFDC. So why having entire operational scoring campaigns when they get synced either way?!

Regards,
Christian

[Josh_Hill13 · Accepted solution]

Christian,

A few thoughts for you.

1. If you really don't want to sync, then simply don't trigger a sync or connect your Programs to SFDC Campaigns. Marketo only syncs if you explicitly/implicitly ask it to do so OR if the Lead originated in SFDC.

2. I usually get around this issue by creating Lead Queues like Nurturing Queue, Prospect Q, Webform Q, Asia Queue...etc. I use these as holding pens for new leads that aren't ready for sales. I turn off all Marketo or SFDC triggers until the lead is sent to a real USER. I also setup situations where there is a Marketing Queue for evaluating leads by hand that otherwise qualified for sales (MQLs).

As for your initial question:
- SFDC campaign sync (overview screen of every program)
This automatically syncs Leads that are members of a program to SFDC and tags them with the appropriate Member Statuses as they progress through the pre-defined program.

- hidden form field value (campaing ID)
this is from a W2L form or a hard coded Marketo Form. Not sure why you'd keep doing this if you have Marketo.

- SFDC flow action "add to SFDC campaign"
Explicitly syncs a record to SFDC and Adds the record to the SFDC Campaign and/or updates its Member Status

[Anonymous]

That's a great answer thanks!!

Just one more question. Where do you host (SFDC or Marketo) or manage these Queues you mentioned?! 

I think that could be a very nice way for us.

Christian