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Moray_Souter1
Moray_Souter1
Level 1
July 13, 2017
Question

Connection to Salesforce with no sync

  • July 13, 2017
  • 2 replies
  • 2875 views

Hello, really hoping for some advice on the below:

Due to the different instances across my wider company, in the short term, we are not going to be able to natively sync our Marketo with our Salesforce. We really need to find an efficient workaround that will enable us to push information from Marketo into Salesforce without the native sync. I can appreciate this is an unusual scenario, to have Marketo and Salesforce but not be able to use the sync but any advice you may have would be great. Are there workarounds that we could use? Is Zapier or PieSync a viable option?

Ideally we want to be able to reflect lead activity in Marketo in Salesforce and vice versa.

Many thanks in advance for any help you can give.

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
July 13, 2017

You would need a developer to build out an option using the API.

Various options might include dumping data into a separate database for Marketo (and other tools) to source from. Creating a Marketing Data Warehouse (MDW) like that is a big project.

Of course, if you have very simple data needs, maybe a Zapier, Boomi, or Talend would be enough.

Grégoire_Miche2
Grégoire_Miche2
Level 10
July 18, 2017

Another product you can look into is workato. Their Marketo connector is comprehensive on a functional standpoint, including opportunities, custom objects and custom activities. Zapier connector, on the other end, is limited.

-Greg

Moray_Souter1
Moray_Souter1Author
Level 1
July 19, 2017

Many thanks for the Workato suggestion. It looks like it could potentially help. Could it also handle lead scoring? So if a lead reaches the threshold score in Marketo, it would trigger the appropriate notification in Salesforce?

Would be great to talk further, if you have experience of using the tool.

Thanks,

Moray

Grégoire_Miche2
Grégoire_Miche2
Level 10
July 19, 2017

Hi Moray,

Workato can detect 3 types of events in Marketo :

- Lead creation

- Lead update

- The event of a specific activity (which you can restrict to the leads that belong to a specific static Marketo list)

It will run every 30 minutes to detect any change since the previous check, so it's not a full real time. If you need a real time, you can setup a web service in Workato and call this web service with a Marketo webhook. But this will consume much more Workato transactions.

In the Workato process, you can have conditional actions so that you will be able to fire some SFDC updates only under certain conditions.

-Greg

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