Level 3
Joined the community 08-06-2015
Level 3
Boston, MA
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Right now, when a person is created, we call a web hook that sends the person over to a database cleansing / sourcing solution. If that third party finds a match, they return the updated and normalized information over to Marketo where we map their fields to ours. But when they don't find a match, t...
1113 0 1
Discussions -
by
Jesse_Richard
08-09-2018
I have the same question as OP. Unfortunately our sales team doesn't want all leads converted to contacts, and they want full control of who is converted to a contact. But now I'm running into a problem that I cannot segment and target specific accounts, because some of them are "leads" in SFDC, the...
3119 0 0
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Our marketing team wants to target their marketing efforts towards four functional groups / departments within a company, I.T., Security, Operations, and BC/DR. We are trying to think of the best way to create a segmentation that categorizes and buckets our database based on these four groups, but h...
1955 0 1
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by
Jesse_Richard
07-09-2018
Ah. So just to confirm, I could setup a field, then have a Smart Campaign trigger set up for anytime that field is populated, to automatically update Email with {{lead.custom email field}} and that will update it?
1557 0 1
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We recently purchased a data cleansing and enrichment solution to help clean our Marketo database and get updated data for our records. We're using their webhook to essentially cross-check our database's information with theirs and update the lead record if there's new information. For the most part...
1697 0 3
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Jesse_Richard
06-21-2018
Ugh! Thank you, that was the answer I was hoping not to get. Ha ha. I'm surprised they don't dedupe based on CRM syncs.
2224 0 0
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A new lead was just created in Salesforce, then synced over to Marketo. Interestingly enough, that lead was already in our Marketo database (same email, title, name, company, phone) but Marketo still created a whole new lead record for the Salesforce lead, which now has me with two lead records in M...
2669 1 2
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Jesse_Richard
06-15-2018
Ahhhh! It's a constraint. That's exactly what I was looking for. Thank you.
2430 0 1
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In order to prevent people who are in an engagement program from receiving other one-off emails, I have a "Marketable" segmentation set up that filters out people in an engagement program with an "In Nurture" status. How can I change the program member status (in this case to "Exhausted" so they get...
2919 0 3
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I'd like to hide the "Starter Templates" that are offered when a person creates an email, and only show "My Templates" - is this possible?
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