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A
anandraj
Level 3
April 14, 2016
Question

Block set of leads from synching to CRM

  • April 14, 2016
  • 1 reply
  • 2991 views

Hi there,

From Marketo, may I know how to block only a set of leads from syncing to CRM?

Kindly help.

Thanks

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1 reply

Dan_Stevens_
Dan_Stevens_
Level 10
April 14, 2016

Out of the box, no leads sync from Marketo to CRM.  So it's up to you to define the criteria that determines when a lead syncs to CRM. 

A
anandrajAuthor
Level 3
April 14, 2016

Hi Dan,

Thanks for your reply.

Let me give you a bit of background of my question. Actually we have a nurture campaign and we load set of leads into it and send them email on regular intervals. We have form too, the leads would fill out form, their data will get updated in Marketo and data will sync automatically to CRM (once the data gets updated in Marketo). Am I right on this? Because I read sync is bidirectional and will happen every 5 minutes.

Thus, even if we didn't define any criteria to sync, at back-end, lead data would get synced to CRM. Please correct me if I am wrong. And I would like to know how to prevent sync for those particular leads in the nurture campaign.

Thanks

Dan_Stevens_
Dan_Stevens_
Level 10
April 14, 2016

If the lead exists in both CRM and Marketo, then yes, the data will sync between the records regularly.  I'm referring to net-new leads that enter Marketo (e.g., form submit).  These do not automatically sync to CRM.  You have to have some sort of smart campaign/logic to do so.

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