Best way to match SFDC to MKTO records? | Community
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gkrajeski
gkrajeski
Level 10
March 13, 2019
Question

Best way to match SFDC to MKTO records?

  • March 13, 2019
  • 2 replies
  • 7162 views

How best would one recommend that a record that has activity via munchkin, but was first known/created in SFDC, to associate the records?

Is there any way aside from a mk_tok email string or form fill otherwise?

Would an API call upon submission be needed to accomplish this or might there be another way?

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2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
March 13, 2019

Do you know the Munchkin cookie value? The approach here needs to be to attach the Munchkin _mkto_trk value to the SFDC record, wait for the record to sync to Marketo, then call a webhook to do the association from the Marketo side. This is how we associate leads from CMS forms, for example.

    gkrajeski
    gkrajeskiAuthor
    Level 10
    March 14, 2019

    @Sanford Whiteman so if I have a Munchkin cookie of "id:123-ABC-789&token:_mch-americordblood.com-1549563917278-70845",

    what would be the best way to read the munchkin cookie value?

    Is this where the REST API or javascript or blank form comes into play?

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    March 15, 2019

    ...if I have a Munchkin cookie of "id:123-ABC-789&token:_mch-americordblood.com-1549563917278-70845",

    what would be the best way to read the munchkin cookie value?

    You don't need to read the Munchkin cookie value -- you have it right there.

    You need to associate the value with the lead, which is where you'd use the REST API Associate Lead or loopback form post from a webhook.

      Amit_Jain
      Community Advisor
      Amit_JainCommunity Advisor
      Community Advisor
      March 15, 2019

      Hi Geoff,

      As a best practice, the leads should be first created in Marketo and then should flow to SFDC otherwise, as you may already know, you will have lead duplication issues. Not sure but is there anything specific limitation/reason why you are not creating records directly in Marketo?

      If you are already planing to develop API to achieve the result you want, why don't you integrate your other system with Marketo instead of SFDC? I'm sure pretty much everything can be integrated with Marketo using API.

      Regards,
      Amit

      ​

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      March 15, 2019

      As a best practice, the leads should be first created in Marketo and then should flow to SFDC o

      I don't agree that that's "best practice." Some orgs require that all records are born in SFDC first, and that's totally fine.

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