Smart list of leads in Marketo that also have accounts on SFDC?

Anonymous
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Smart list of leads in Marketo that also have accounts on SFDC?

Hi guys,

does anyone know how to create a smart list of leads in Marketo that also have accounts on SFDC?

Thanks,
Alexia
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4 REPLIES 4
Anonymous
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Re: Smart list of leads in Marketo that also have accounts on SFDC?

Hi Alexia,
Try using "Record Type ID" filter from Salesforce group. The condition "Record Type ID is not empty" would return all leads who have a record in SFDC.
 
Anonymous
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Re: Smart list of leads in Marketo that also have accounts on SFDC?

Hi Elena,

thank you for your answer!

I tried doing that but i have no 'record type id' in my filters under the SFDC group (or any other group) - not sure why I can't see it. Are you sure that's the filter name?

thanks,
Alexia
Anonymous
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Re: Smart list of leads in Marketo that also have accounts on SFDC?

I always use: SFDC Type [Company] is not empty. This indicates there is an account. Important to know is that Type is a mandatory field for accounts.
Anonymous
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Re: Smart list of leads in Marketo that also have accounts on SFDC?

Hmm that's weird because I believe it's not a custom field. Do you have "Lead Was Synced to SFDC" filter then? It would do just the same.