Are leads uploaded to Marketo but not added to Marketo program being synced to SFDC | Community
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Diana_Jakubaity
Diana_Jakubaity
Level 4
September 12, 2018
Solved

Are leads uploaded to Marketo but not added to Marketo program being synced to SFDC

  • September 12, 2018
  • 2 replies
  • 2115 views

Hey,

Do you know if leads uploaded to Marketo through list/form/etc but not added to Marketo program and not given any program member status are being synced to SFDC?

***Leads would not be a part of any program in Marketo, but have known status in our systems

Many Thanks,

Diana

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Best answer by Grégoire_Miche2

On top of Sanford's answer, leads added to Marketo are not sync'ed to SFDC without a specific action being triggered. Some are explicit flow steps, some are implicit, by-products of other flow step or actions not apparently linked to SFDC:

Explicit SFDC related flow steps

  • Sync to SFDC
  • Add to SFDC campaign

Implicit:

  • running a "Change Program Status" flow step, if the program is sync'ed with an SFDC campaign
  • Importing a lead in a program, if the program is sync'ed with an SFDC campaign
  • When a lead fills out a form located in a program, if the program is sync'ed with an SFDC campaign

Now, best practice is that you should always import leads into a static list located in a program, to ensure traceability. Read Why you should always use a static list to import persons in a program

-Greg

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
September 12, 2018

If they've run through a Sync to SFDC flow step, absolutely.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
September 13, 2018

On top of Sanford's answer, leads added to Marketo are not sync'ed to SFDC without a specific action being triggered. Some are explicit flow steps, some are implicit, by-products of other flow step or actions not apparently linked to SFDC:

Explicit SFDC related flow steps

  • Sync to SFDC
  • Add to SFDC campaign

Implicit:

  • running a "Change Program Status" flow step, if the program is sync'ed with an SFDC campaign
  • Importing a lead in a program, if the program is sync'ed with an SFDC campaign
  • When a lead fills out a form located in a program, if the program is sync'ed with an SFDC campaign

Now, best practice is that you should always import leads into a static list located in a program, to ensure traceability. Read Why you should always use a static list to import persons in a program

-Greg

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