3 Replies Latest reply on Dec 3, 2013 10:34 AM by fd65f659f9872c79124bfd587c2ea3bdc1af06d6

    Easy way to move specific lead from Marketo to Salesforce?

      We have a list of prospects loaded into Marketo (not Salesforce yet). We execute a campaign and one of the people we emailed contacts one of our sales people via email/phone.

      What would now be the easiest way for the sales person to make this happen? (i.e. create the lead in Salesforce that is linked to the Marketo record)
        • Re: Easy way to move specific lead from Marketo to Salesforce?
          You could build a "opporational" Marketo page with a form on it that has the field lead status. Once the sales person fills out the form and updates lead status to "SAL" you can have a trigger based smart camapaign push the lead up into Salesforce. Key is to make sure this page doesn't cookie the Salesperson as they are not the lead...
          • Re: Easy way to move specific lead from Marketo to Salesforce?
            Kenny Elkington
            Hey Patrick,

            What you could do is set up a form specifically to push leads up to SFDC.  You would create a form in your Marketo instance, it doesn't need to have any fields on it, and then you would need to grab it and add it to this form code where 'validFormId' is:

                 <form action="CNAME/index.php/leadCapture/save" method="post">
                 <ul>
                 <li>
                 Client's Email<input type="text" name="Email">
                 </li>
                 </ul>
                 <input display="none" name="munchkinId" value="yourMunchkinId">
                 <input display="none" name="formId" value="validFormId">
                 <input type="submit" value="Submit">
                 </form>

                 You would also need to replace 'CNAME' with your Marketo Landing Page domain, and "yourMunchkinId" with your munchkin ID.  Once you've got a page with this for on it, you'll need to set up a trigger campaign with the Fills Out Form trigger targeting the Marketo form that you created and then a Sync Lead to SFDC flow step.

                 The effect of this would be that your salespeople would have a simple form that they can submit in order to push a lead up to Salesforce.  All they need to do is input the lead's email address and press submit, then the lead would be pushed up.
            • Re: Easy way to move specific lead from Marketo to Salesforce?
              Right...but the key is to have them also "mannualy" update lead status to "Sales Accepted" to build the foundation for reporting based on Marketing's impact on Pipeline...