4 Replies Latest reply on Jul 15, 2013 11:13 AM by Michelle Tiziani

    Marketo-only form

      I'd like to use a Marketo-only form that doesn't sync with SFDC - anyone have any insight into that?


        • Re: Marketo-only form
          If both your Marketo and SFDC databases are completely synced, every lead created in Marketo will also be created in SFDC. If you already control which leads get synced to SFDC based on certain criteria, you will just need to create a trigger campaign to direct these leads to a static list or designate a lead source that's not synced to SFDC. 

          If the first scenario is the case, you can still add people who fill out the form to a static list, export it, then delete from Marketo/SFDC. It all depends on your sync setup.

          Hope that helps!

          JK
          • Re: Marketo-only form
            Michelle Tiziani
            Hi Melissa,

            If your form is tied to a program/campaign in Marketo, don't sync the campaign to SFDC.  Any new leads that fill out Marketo form will not automatically sync to SFDC unless you specifically sync it to SFDC.  But if a lead fills out the form and it already exists in both Marketo and SFDC, it will sync to SFDC. 
            • Re: Marketo-only form
              Hi Michelle,

              From what I understand about the Marketo Program-SFDC Campaign sync is that if it is automated with matching progression statuses, it requires a complete database sync. In order to manually manage the Program-Campaign sync like you described, isn't it then necessary that the databases are managed separately? 

              Just need to know if Melissa can have Marketo-only leads to begin with, and then if a lead fills out a Marketo form it will not sync to SFDC unless it is manually set up to do so. 

              JK


              • Re: Marketo-only form
                Michelle Tiziani
                Hi Jessie,

                I've created a few lead nurture campaigns before that have the Marketo-only form, which I don't sync to SFDC.  It's to weed out the bogus leads. So those leads only stay in Marketo, until they are MQL.  

                But lately, we've had to sync all our lead nurture campaigns in SFDC to track all leads whether good or bad.  So when they do fill out the Marketo form, they do automatically sync to SFDC.  

                I hope that answers your question.