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Manual Lead Creation In Marketo

Question asked by a6ce3c3f0c4d84f1e6937454b1faf0c91b541c12 on Apr 6, 2017
Latest reply on Apr 6, 2017 by Dan Stevens.

Hello -

 

Looking for best practices on the below scenario.

A lead contacts us by submitting an email request. We need to manually enter this lead into Marketo to alert the appropriate Sales Team member.

1. If the lead already exists in Marketo, is there a way to auto merge these leads? Or would it be a manual process?

2. Where should the contents of the email inquiry go? Should a new task be created? If so, should this be done in Marketo or Salesforce?

3. If this is a new lead, what is the best way to automatically sync them to SFDC?

 

Thanks,

Bethany

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