HI, Plase help me to slove this problem.
recently, i`m working with to integrate Marketo and MS Dynamics. Our clients have 3 kinds of leads types and one kind of lead records are not need to sync with Dynmics. Is there any way to avoid sync lead records to Dynamics? Thank you.
Hi Sajith,
You can control which record you send to MSD with appropriate filters in the smart campaign that syncs the records.
You can also add a checkbox field in MSD and make it mandatory in MSD. In Marketo, you will check that box before sync'ing on the records you want to sync and let it unchecked on the others.
-Greg
HI Greg,
Thank you very much for your quick response. both ways are tested and solved the problem.
Thank you again.
Sajith
Hi Sajith,
You can control which record you send to MSD with appropriate filters in the smart campaign that syncs the records.
You can also add a checkbox field in MSD and make it mandatory in MSD. In Marketo, you will check that box before sync'ing on the records you want to sync and let it unchecked on the others.
-Greg