We are in the process of syncing our programs to Salesforce. To do so, I connected our Marketo program to a new Salesforce campaign of the same name.
This synced over program details, but it did not sync any members of this Marketo program. We want our members to sync. I assume that has to be done manually when setting this up for the first time - is that correct?
Then, to sync program members and their statuses to Salesforce ongoing I need to add another step to our flow. So far I have added the step of "Sync lead to SFDC" but now I see an option for "Change status in SFDC campaign." Do I need to use both of those flow steps - or just one? This would be for leads who have just taken the action triggered in the smart list, which in this case is filling out a key form.
Thanks for any help! Here are my two questions again:
1 - Do I have to manually sync each Marketo program's members to the corresponding Salesforce campaign when setting this up for the first time?
2 - To have new members automatically synced from Marketo to Salesforce, which flow steps do I need to add to my campaign?
You should only need to Change Program Status for each Lead. Marketo should push the leads over to SFDC with the correct Status.
A couple of things to keep in mind:
So if I understand you correctly, you're saying that I can delete steps 3 and 4 (shown in screenshot above) from my flow - because this will happen automatically when new leads get added to this program? (And changing the Marketo lead status is already part of the flow.)