AnsweredAssumed Answered

Handling New Leads

Question asked by 2b42b059310113d274b8354a5b32439c8b879815 on May 21, 2013
Latest reply on May 21, 2013 by 19850
We integrate with Salesforce but only for people who are in trial with us or subscribing. Leads we generate from content download who haven't converted to trial aren't housed there. So I'm looking to safely migrate them to Marketo for followup to guide into trial, but I have some concerns.

•  Cross-referencing the email addresses to those already in SF to block potential duplicates
•  Using new or existing fields to designate the lead source
•  Continually racking if they convert to trial (thus, get added to SF) so they're removed from more followup communication

Any tips/guidance on setting this up would be a huge help.