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William_Finnen
Level 2
New York
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| Date Last Visited |
02-12-2020
02:00 PM
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18
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Solution
04-17-2017
12:05 PM
Hi Dan, Sorry for the delay, but we can assist you by doing a dedupe as a service. We do not currently have a direct integration with Dynamics, but it is on the road-map according to our Dev. team. If you have any interest in discussing the service and how we can help you feel free to contact me at Billy@ringlead.com or 631-353-7245
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04-12-2017
02:06 PM
Hi Christina, John can explain how to avoid this issue from happening. It is very rare and usually a setup issue. Best, Billy
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04-12-2017
02:04 PM
2 Likes
Hi Kim, Unique Upload is specific to Salesforce. When you upload it looks for duplicates in Salesforce, but if you have records in Marketo that aren't synced to Salesforce, it will not find the duplicate. It will get created and synced to Marketo. In your case, you should have RingLead's Marketo Webhook setup and upload through Marketo. This way, you will get an email match on the Marketo records not synced to Salesforce and RingLead's full duplicate algorithm against records that are synced to Salesforce. If you really want to prevent all dupes from being created including the records not synced to Salesforce, create a Salesforce queue that contains the records not previously synced from Marketo. You can create permission on this queue that restricts other users from viewing or modifying the records. If you follow the solution, RingLead will be able to prevent all duplicates via Unique Upload or the Marketo Webhook. Lastly, there could be an issue with the way you have the integration setup so we should schedule a quick support call to make sure everything is working correctly. I will go ahead and have our team reach out to get something setup asap.
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08-31-2016
07:24 AM
Thanks for the recommendation Josh. Petyr- Feel free to reach out to me to discuss how RingLead can help you with this initiative. My email is Billy@ringlead.com or by phone at (631)353-7245.
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08-11-2016
06:21 AM
Hi Anand, Please reach out to me and I can have one of our Marketo experts discuss the initial Marketo to Salesforce integration with you. There are certain steps you need to take in order to ensure a smooth integration. You can reach me by email at billy@ringlead.com .
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08-10-2016
01:44 PM
Hi Tara, RingLead specializes in assisting with these types of initiatives. We work with Marketo and Salesforce users to maintain data quality to ensure a smooth sync between the two systems. I think it would be beneficial for us to discuss this in more detail so we can get to work on helping you out. Feel free to email me at billy@ringlead.com to discuss this further
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08-10-2016
10:47 AM
Hi Eric, RingLead can assist you with this initiative. We have worked with hundreds of other Marketo clients who have been in similar situations as you are. Feel free to email me at Billy@ringlead.com and I can go over your options with you.
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08-04-2016
06:31 AM
Hi Jessica, RingLead works as an integration partner for Marketo and Salesforce. We work with hundreds of Marketo and Salesforce users to optimize the relationship between both platforms. If you would like to discuss this further feel free to reach me at Billy@RingLead.com
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07-26-2016
07:10 AM
1 Like
RingLead has a webhook that sits in between Marketo and SFDC to assist you with this type of initiative. If you want to get a better understanding of how we can work with you feel free to email me at billy@ringlead.com
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07-19-2016
12:05 PM
Hi Mohammed, I believe RingLead would be able to help you out with your integration situation. If you would like to discuss this further feel free to reach me at billy@ringlead.com . Thanks!
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07-18-2016
06:51 AM
1 Like
Hi Apurva, I think you will take a liking to RingLead and how we can assist with your current Marketo and SFDC initiatives. Please reach me at billy@ringlead.com to discuss further. Thanks, Billy
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07-15-2016
05:54 AM
Hi Jason, If you are looking to clear out some storage space to reduce costs on renewal of Marketo please feel free to reach out to me. RingLead can assist you with your initiative to maintain data quality to ensure lower costs with Marketo. Just a few of the things we work with are: Lead to Account Routing Automatic Firmographic Append Deduplication and Prevention Title Normalization If you would like to connect briefly you can reach me at Billy@ringlead.com or (631)353-7245
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06-07-2016
06:41 AM
Hi Erin, As Greg mentioned RingLead will be able to assist with your initiative. I sent you out an email with more info and would love to chat with you at some point this week to discuss this further.
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| Date Registered | 05-31-2016 09:55 AM |
| Date Last Visited | 02-12-2020 02:00 PM |
| Total Messages Posted | 18 |
| Likes Received | 4 |
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