Floyd_Alvares2

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 object OR does it reside on the Contact object?To pull in the information for contacts that have an opportunity, you wi...

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 instance have a custom dedupe rule for List Imports (I would check with Marketo Support).For example, a custom dedupe rul...

Hi Franky,Yes it will be the URL where the form is placed.ThanksFloyd

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 value SLA MultiPress?I do not see any issues with the logic for your smart campaign at the moment, so either there is an ...

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 for Nurture 1 and leads that qualified for Nurture 2. ThanksFloyd

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 in Marketo - My bad.ThanksFloyd

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 out the Marketo form uses the same email address. Then the data should be updated to the record created by SFDC.Otherwi...

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 how would you differentiate the campaigns that you are running for one Marketo instance versus another? That would be a qu...

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 allowing Marketo to read the fields that have this custom field marked. Hope this helpsThanksFloyd

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 does not have this flow step.When the records are merged, they are generally added to all the smart lists/lists/campaigns/p...