Skip to main content
A
Anonymous
May 31, 2016
Question

Adding to SFDC Campaign

  • May 31, 2016
  • 1 reply
  • 1962 views

I've run into a few instances in which we have a flow step set up if leads are sent an email, add to SFDC Campaign with status = sent. We then see new leads (of existing contacts) are created in salesforce because they have been added to a SFDC campaign. Why is it creating multiple leads (for some not all ). Do new leads get created if they get added to a SFDC campaign through Marketo?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Adam_Benitez1
Adam_Benitez1
Level 3
May 31, 2016

Obvious question, but do they have the same email address? If yes, then is the Contact already in Marketo? If the Contact isn't in Marketo,

then even though it is in SFDC, Marketo won't know to merge the lead it has in Marketo with the SFDC contact, thus it will create a new record.

A
Anonymous
May 31, 2016

Well the smartlist is taken from Salesforce. I tried to find differences, but it was the same email address. We were able to compare it to the already existing contact that way.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 31, 2016

Hi Erika,

What you describe cannot exist as is. If a contact in SFDC is synced to Marketo and you add the corresponding Marketo lead to an SFDC campaign with an "add to SFDC campaign" flow step, it will NEVER create a new lead in SFDC.

What you describe will happen in various specific situations:

  • The contact exists in SFDC but is not synced to Marketo(1). And yet, that person browses on your web site, fills out a form. Marketo thinks it's a new lead and will push it as new lead in SFDC. You can control this testing the "SFDC Type" field in Marketo. It should be equal to "Contact"
  • The SFDC contact is sync'ed with Marketo, but a smart campaign runs a "sync lead to SFDC" flow step and forces the assignement to a lead queue. This will create a new lead in SFDC

-Greg

(1) to understand how an SFDC contact could not be synced with Marketo, look here: "Sync with Marketo" mysteries part 1

Terms & ConditionsAccessibility statement

Loading footer...