Jep_Castelein2

Itay, I'm fairly sure the "Sync Lead to SFDC" will have to be completed before it moves on to the next flow step. To be sure, I would test it. Jep

How about this? You will have to add all progression statuses that contain "Not in Program"

You could do that through a workflow or custom trigger in Salesforce. Of course, if you add sales insight to the Account and Opportunity page layouts, you will see the sent emails in the Sales Insight panel.

Just to add an obvious note: if a duplicate Lead is only in Marketo, you will have to merge it in Marketo (because at least 1 of the duplicate leads is not in SFDC). Jep

Hi Jason, I assume you want to use a field value that is on the Partner's lead record in Marketo to build this URL, correct? If so, you want to put a form on that page that includes that field. That way it will be pre-populated. You will add some JavaScript and CSS to hide the Marketo form and then ...

Dan, The munchkin API is pretty limited. You can however log any string as the web page URL, as long as it starts with a "/". It doesn't actually have to be a URL. So you could log the URL "/CreatedProject:TRUE;Ranking:1000". In Marketo you could create a Smart List "visited web page, URL contains '...

Yes, loading a Market-hosted form via an iframe will pre-fill. That would also be an option for the partner. Jep

Yes, this will work. Optionally, you can add the Munchkin code to the partner's page, but this is not required. @ Jodi: a Marketo form on a non-MArketo page will never pre-fill. Only forms on Marketo-hosted pages will pre-fill.

@ Jessie: just note that if you delete records in Marketo but not in SFDC, they will flow back into Marketo whenever the record is updated in SFDC. Unless you set up criteria-based sharing rules in SFDC that hide those records from Marketo. Jep

Gina, not sure if you will attend the Marketo Summit next month, but there is an Advanced Forms sessions which may be interesting to attend: Wednesday, April 9th at 2:35pm.In short, there are 3 ways to get a Marketo form to pre-populate: - Marketo form on Marketo landing page- iframe that includes a...