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July 25, 2017
Question

Data Enrichment - Routing leads after they are enriched

  • July 25, 2017
  • 1 reply
  • 1388 views

Anyone who has a data enrichment/data append product in their work flows - I want to create a campaign to enrich our existing leads in our DB, and then after appending the data of state and company size, to sync to SFDC so it re-runs our assignment rules. From what I understand the "Sync to SFDC - Auto Assignment" flow step only works on newly created leads. With that said, is my only option is to build a logic in SFDC that can re-run the assignment rules if a status is met?

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1 reply

Darrell_Alfons2
Level 10
July 27, 2017

You're right Wendy it's easier to do this in SFDC if your assignment rules are there.

You could do something where if data value changes then Marketo will change the owner of the lead, but would be complex and a burden to manage.