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When net new leads who attend our webinars on WebEx flow back in to the webinar program in Marketo that is synced to the WebEx event, their lead source gets defaulted to Event Partner when it should be Webinar. I have a smart campaign fixing this (and it's a small issue because most of our leads use...
Thank you Greg - these are all very good points and definitely something that I need to address with the sales team.
I have been finding many cases where our sales reps create new leads via Leadspace or similar and then they get automatically synced to Marketo. The issue is that these leads have no email address so no point for them to be in Marketo that I can think of. Anybody have any advice for what to do? I do...
I am trying to get sales & marketing to agree to sync all leads from Marketo to SFDC. Currently we are keeping out a portion that have bad data in Marketo like "student" or "n/a" as job title or company (bad quality leads) from going over to SFDC so they don't get on sales' radar. As expected, this ...
Josh Hill - I'm following your advice for the Do Not Sync field and have had it created by our sales ops team. Not sure how to make the Marketo user not see these leads though - how can this be done in SFDC? I understand the field itself should not be hidden from the Marketo user but not sure how t...
Thanks Ravi! This seems like a great solution and I will recommend it to my sales ops team.
I'm debating whether I should set up an automated smart campaign that checks if a lead gets deleted from SFDC and then delete it from Marketo as well. Trying to think of scenarios where this might be problematic, like what happens if the lead is a duplicate in Marketo but not a duplicate in SFDC...d...
Thanks Dan and Leanne for confirming! The issue seems to be fixed now because the videos work for me again also.
I've been going back to reference some of the recordings from this year's Marketo Summit quite frequently. But when I tried to watch one today, nothing happens when I click on the video to start playing. I tried several videos and using Firefox & Chrome but nothing worked. The videos just never star...
Trying to set it up so that phone number is only updated if blank when doing list imports and from what I've read on the community so far, seems like this is possible using the block field updates function. I just want to confirm if this will block the update only if there's a current phone number a...