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Re: Will a new lead in Salesforce automatically sync to Marketo as a new person if they were not existing in the Marketo database?

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AshleighMo
Level 5

Will a new lead in Salesforce automatically sync to Marketo as a new person if they were not existing in the Marketo database?

Hi all! 

I understand that the sync between Marketo and Salesforce is bidirectional. I am trying to understand if a lead is created in SFDC, will that sync back to Marketo as a new person? (Assuming that record does not already exist in the Marketo database and that the program in Marketo is synced to SFDC Program) OR Will the lead fail/skip to sync over because that lead does not already exist in the Marketo Database?

 

Simply, if a lead does not exist in the Marketo Database but they do exist in Salesforce, will they be created as a new person in Marketo?

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derelict_wombat
Level 5

Re: Will a new lead in Salesforce automatically sync to Marketo as a new person if they were not existing in the Marketo database?

Yes

 

Assuming you don't have anything custom setup regarding the sync rules then yes that lead should sync over to Marketo as a new record. 

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derelict_wombat
Level 5

Re: Will a new lead in Salesforce automatically sync to Marketo as a new person if they were not existing in the Marketo database?

Yes

 

Assuming you don't have anything custom setup regarding the sync rules then yes that lead should sync over to Marketo as a new record. 

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AshleighMo
Level 5

Re: Will a new lead in Salesforce automatically sync to Marketo as a new person if they were not existing in the Marketo database?

Thank you! 

SanfordWhiteman
Level 10 - Community Moderator

Re: Will a new lead in Salesforce automatically sync to Marketo as a new person if they were not existing in the Marketo database?

P.S. The SFDC API user used by Marketo must also be able to see the Contact. (Deliberate Sharing Rules in SFDC can prevent this.)