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Greg, this setup you have outlined here, is exactly how we have ours setup, including leveraging the scoring to reach a sales ready threshold. The problem lies in the fact that our programs our synced with SFDC from the onset, so the leads are assigned to a Marketing Queue right away, so when the l...
Once a lead has been synced with SFDC and is assigned an owner/queue, if assigned that owner/queue directly through Change Owner, can you later call up the sync lead "use auto assignment rules" for the first time on this lead, or is this not possible once the lead has an owner at all, whatever the s...
What are the advantages/disadvantages/differences between the followingChange Data Value Lead Owner is "xyx"Change Owner "xyz"
This is extremely helpful to know the limitation and understand the workaround. This is what I was suspecting. One more question, when a campaigns is synced with Salesforce, does this automatically assign a lead owner as soon as a new Lead becomes a member of the campaign? Or only when the call to...
I was told that Marketo limits Sync to Salesforce with "Use Auto Assignment Rules" ONCE per lead. That this would be the reason we are having problems with our auto-assignment...if this isn't even allowed, these leads would always stay in the first assigned location. I just find this hard to believ...
Are you saying post a value to Person/Lead Source? In our instance, this field is not that specific other than utilizing this at a more generic level, like "Content Syndication", so I am not sure I understand your meaning behind "post a source as a form field"? I have created a local form for this...
Setting up an API Integration for Content Syndication. They will be using a form ID, but they have specified we have to use SOAP API values, due to their backend processes already in place. So, I have set up a Campaign to identify these incoming leads by fills out form, BUT there is no "Source" co...
so, if not SOAP API, what do you recommend?