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Re: Marketo and Salesforce Sync
Sanford Whiteman Jul 23, 2017 7:32 PM (in response to 684756d1b6dd75edd55b128ce1237a9dec6944aa)an external form (not hosted by Marketo). The user fills in their details and we now have their data.
Unless you mean "a Marketo form embedded on an external site" (by far the recommended setup) then your form data has no inherent relationship to Marketo at all. You'd have to get the data into Marketo or SFDC in the first place.
Leads that originate in Marketo are only synced to SFDC if (a) they're processed by a Smart Campaign Sync to SFDC flow step or (b) they're added to a Marketo program that's synced to an SFDC campaign.
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Re: Marketo and Salesforce Sync
684756d1b6dd75edd55b128ce1237a9dec6944aa Jul 23, 2017 8:36 PM (in response to Sanford Whiteman)Hi Sanford
Thanks for clarifying the first question. So does that mean unless I create the form with Marketo - I won't be able to sync the programs to SFDC?
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Re: Marketo and Salesforce Sync
Sanford Whiteman Jul 23, 2017 8:52 PM (in response to 684756d1b6dd75edd55b128ce1237a9dec6944aa)You can use a custom form and submit the form using the Marketo Forms API (in essence, a hidden Marketo form used only to post data). There are several threads here about this technique. But unless you have some technical reason to be using a 3rd-party form, I would use a (visible) Marketo form from the start.
Of course, as with most things Marketo there are multiple ways to accomplish the same result, but they vary in reliability and complexity. Heck, you could have a form that posts to SFDC and let the sync process bring the lead in to Marketo. But this requires an adequate API license and, all told, has zero advantages.
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Re: Marketo and Salesforce Sync
684756d1b6dd75edd55b128ce1237a9dec6944aa Jul 23, 2017 9:15 PM (in response to Sanford Whiteman)Thanks for the quick answer!
Yeah unfortunately we are using an external party to manage all registrations so they decided to use their platform...
Thanks anyways for the clarification and answers
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Re: Marketo and Salesforce Sync
Sanford Whiteman Jul 23, 2017 9:21 PM (in response to 684756d1b6dd75edd55b128ce1237a9dec6944aa)So how do you get the lead info? A text file?
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Re: Marketo and Salesforce Sync
684756d1b6dd75edd55b128ce1237a9dec6944aa Jul 23, 2017 9:25 PM (in response to Sanford Whiteman)Yeah we will most likely we will be geting daily updates and I will have to upload the users manually into Salesforce.
I will be making sure that everything goes through a marketo form in future reference to make everyones lives easier haha!
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