3 Replies Latest reply on Nov 27, 2013 2:13 AM by 45679

    Static List and SFDC Sync

      Hi All,

      If I import a static list into Marketo would that list sync and create leads in SFDC automatically? or do I have to do something else?

      I was planning to purchase some data from a vendor and manually uploaded it into Marketo.


        • Re: Static List and SFDC Sync
          It depends on how your lead sync smart campaign is set up; there is no automatic syncing. The baseline setup I've seen most often is trigger "Lead is Created" and last name, email address and company are not empty (those are required fields to put a lead into SFDC), and then a Sync Lead to Salesforce flow step.

          If the leads on this list have that data and you don't have additional qualifications on your sync smart campaign, then the answer is yes.
          • Re: Static List and SFDC Sync
            It depend on how you have set up the rule to sync leads over from Marketo to SFDC.  I like to have a single sync rule to manage this so that is it easy to diagnose any problems that come up.  

            You should identify the minimum information that it takes to route the leads to the right sales rep.  Otherwise you will be syncing leads over that will be orphaned.  That's ok if you have a way to manage this over in SFDC.

            Leads are synced based on a trigger campaign of lead is created AND has First Name, Last Name, Email Address, Company, Country, Zip Code, and has a tiny number of points ie 5 on a 100 pt max to ensure a heartbeat and not a spambot.  Also this way you can control uploading of purchased lists.

            I require country so that I exclude EU and Japan countries from purchased list uploads.  

            Typical list purchases only allow one time use.  If this is the case, I would NOT sync to SFDC.  I would just upload the email addresses.  Put them through a program where I can capture their name so they are now mine, and then write the rules to purge the addresses that were not captured at the end of the campaig based on create date and some other logic.  

            If you have a purchased a list and you own the names then the above does not apply.

            • Re: Static List and SFDC Sync
              Thanks guys...