What is the most reliable way to synch leads to SFDC? Through the Program Level, a Smart Campaign or both? Thanks..

Anonymous
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What is the most reliable way to synch leads to SFDC? Through the Program Level, a Smart Campaign or both? Thanks..

Marketo-Salesforce synch question.
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2 REPLIES 2
Dory_Viscoglio
Level 10

Re: What is the most reliable way to synch leads to SFDC? Through the Program Level, a Smart Campaign or both? Thanks..

Hi Richard, I'd say either... The one thing to keep in mind is that if you create a campaign program synch in Marketo, then it can only be a 1:1 relationship. If you have multiple Marketo items that you want to synch into a single SFDC campaign, then you'll need to create this in SFDC and have a flow step where the leads are pushed to SFDC. 
Josh_Hill13
Level 10 - Champion Alumni

Re: What is the most reliable way to synch leads to SFDC? Through the Program Level, a Smart Campaign or both? Thanks..

Richard,

Ideally you would create a Program called "Lead Lifecycle" or something and that has campaigns that manage the main sync.
This is good to move all preMQLs to a Queue, then push them to salespeople when they reach a score or other threshold.

You can then sync Programs to SFDC Campaigns which will also sync over leads.

What you want to do is create a very clear process for moving leads over on creation and then you can properly use the Program-SFDC Campaign Sync.

If you hold back leads from SFDC, then DO NOT use Program-SFDC Campaign sync. You'll have to use a lead lifecycle to push MQLs over.