RingLead is AWESOME when it comes to deduplication and lead to account matching as it gives you much more flexibility in the matching rules than something like Engagio. While they'...
Hey Greg,We don't have any of our campaign syncs active (we do turn them on to create the campaign sometimes as it's faster than creating in SFDC), but we don't keep any of ours ac...
Could you insert an additional wait step for 3 days from when the email is sent on Tuesday? This way you are on Friday and you can push to the following Thursday more easily.
Hey Ashley, the lead/account owner are usually updated in SFDC (or your synced CRM). You can update them via a smart campaign or flow step in Marketo, but generally we like to do t...
Hey Lauren,To accomplish this you will need to have the SFDC campaign created, and only use the Add to SFDC Campaign flow steps, not the sync 'connection' at the program level.
Hi Rajat, you can create a static list in the lead database to import the list, and then run a flow step on everyone in the list to add them to the SFDC campaign. But, what is the ...
Hey Jesse, the easiest way to find any fields that are empty across the database is to pull a spreadsheet of all records in your db, with all fields (not just those in the smart li...
Hey Justin, I'd look at one of the records created to see how it came in, and also ask them the form id that they're using. If the form id doesn't line up you could have an issue.