Updating Names to Proper Case

[Anonymous]

We are wanting to do a batch normalization of data to update all caps and lower case first and last names to proper case - does anyone know of a way to do this within Marketo or is it always using a third party?

[Anonymous]

Hi Tim,
I've used our CRM tool in the past to do this. You can write a workflow rule easily with this logic on the fields you want to update.

This was the easiest way I found.

Thanks,
Gwen

[Anonymous]

Thanks Gwen - was that with SFDC? 

[Josh_Hill13]

Yes, you'll have to do this in SFDC with demand tools or something.

You could also export the list, do the change in Excel, then reimport the data as a CSV.

[Anonymous]

Marketo can do some normalization, but its a little clunky to implement. It definitely cannot maniulate case, though.

Ringlead has a tool that can do this via a Marketo Webhook. If you had a savvy developer at your disposal, they may be able to build something too. 

[Josh_Perry1]

Cloud ETL Hooks also has a webhook for this. 

[Anonymous]

This is the Ringlead integration Jeff mentioned:

http://launchpoint.marketo.com/ringlead/1268-data-shield/

I have heard a lot of positive things about this integration.