2 Replies Latest reply on Jun 8, 2018 2:08 AM by Sajith Ekanayake

How to Avoid syncing lead records, Marketo to Dynamics?

Sajith Ekanayake Jun 6, 2018 6:42 PM

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.

Re: How to Avoid syncing lead records, Marketo to Dynamics?

Grégoire Michel Jun 6, 2018 10:13 PM (in response to Sajith Ekanayake)

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
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- Re: How to Avoid syncing lead records, Marketo to Dynamics?
  
  Sajith Ekanayake Jun 8, 2018 2:08 AM (in response to Grégoire Michel)
  
  HI Greg,
  
  Thank you very much for your quick response. both ways are tested and solved the problem.
  Thank you again.
  Sajith
  
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