Level 8
Joined the community 18-10-2016
Level 8
Sydney
Technical Support Engineer
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Hi Tadia,You would need to specify where does this "product family, product line, or product category or using a custom field" information reside? Does it reside on the Opportunity...
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Hi Christian,Yes, generally that would be the case.Marketo will dedupe based on the email address and update that record accordingly. However, the question is, does your Marketo in...
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Hi Franky,Yes it will be the URL where the form is placed.ThanksFloyd
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Hi Franky,Can you confirm that when the form is submitted, a record is being created in Marketo?Also can you confirm that the activity for the fills out form has the content name v...
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HI Sid,It would be great if you can post your "qualification smart list rules" that you have for both Nurture 1 and 2. Also screenshots of the activity for the leads that qualified...
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Ah - I totally read this "We have SFDC-only leads. When that lead fills out a form and is created as Marketo record" as SFDC creating a lead in Marketo and a form creating a lead i...
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Hi Danielle,Do you know if you have any custom dedupe rules in Marketo? basically if the record that is created from SFDC in Marketo has an email address, and the record that fills...
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Hi Kim,Yes technically you should be able to connect the GTW account to both Marketo instances. I believe the setup steps would remain the same.The question that I would pose is ho...
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Hi Phil,Have a read through this document: Restricting Leads from Syncing to SFDC With Sync Filters The idea is having a custom field setup for the contact records and basically al...
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Hi Christian,The new record created in Marketo would need to be specifically synced to SFDC as well. You would need to run a "sync lead to SFDC" flow step if your current setup doe...
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