Stopping Leads with Not provided Info from Entering CRM

[Anonymous]

I have over 4K leads in my CRM with [not provided] in the name and company name fields. Only info is email address. I believe I need to add a constraint to the 'lead is created' trigger on the smart campaign that is pushing leads to Salesforce but I dont see an option to say 'if company contains 'not provided' dont push'. According to support, I cant add a filter since the trigger overrides the filters on the smart list (thye react first). How can I do this? Any ideas?

[Anonymous]

I would do it with a choice on the flow step that syncs lead to your CRM. If Company Name = [not provided] do nothing, If first name = [not provided] do nothing. And then have your default be sync using auto assignment rules.

The only complication there would be that you would need to include those choices on every campaign you have with a flow step to sync to your CRM. Does anyone have a good idea for doing this at the global level?

Here's what it would look like (at least in our instance):

[Josh_Hill13]

If you don't want to push these leads to SFDC, make sure that SFDC requires Full Name and/or Company and marketo will fail to sync. Those are the defaults, so it sounds like someone turned those off.

You can also control this to some degree by going to Admin>Integration>SFDC and making sure Sync Options default Last Name, etc are BLANK.

Also, if you have a central sync flow as Kate suggests, then your filters on the Smart List should exclude anyone missing key info or CONTAINS "[not provided]"

 

[Anonymous]

I think Josh is right--making sure that SFDC requires name and company is probably the easiest way to make sure that leads missing those items don't get synced over. It gets messy trying to add those chocies to every single sync flow step in the hole system.

[Anonymous]

Kate - I cant use the flow option since the Smart List has a trigger for Lead is Created. So the lead is being created if it's not there already before the Flow even starts. 

Josh - I will look into the Salesforce settings. Do I do this in Salesforce or Marketo? I changed the Sync Options and wiped out the [not provided] info. Filters on the smart list do not override the triggers according to Marketo support.

[Anonymous]

Josh, is spot on...controll this up in Salesforce via the setting there around lead creation. where is the value "not provided" comming from a list upload?

[Anonymous]

We give users the ability to signup for our platform with Google or Github credentials. Leads go to CRM and then Marketo (since Marketo cannot sync with outside forms). I believe this is where all the [not provided] info is coming from. Thanks

[Anonymous]

Maybe link to the outside forms programatically with the Soap API...This will also get rid of the dupes piling up.