Skip to main content
Erik_Eaton
Erik_Eaton
Level 3
December 8, 2017
Question

GDRP, Sales Imported Leads, and Salesforce Sync

  • December 8, 2017
  • 1 reply
  • 2131 views

Team,

Im hoping to gain some insight in to how other Marketo admins are bracing for GDRP compliance.

We currently have a complete two way sync between Marketo and Salesforce for leads from all sources, including sales imported leads from prospecting tools.

I have recently staged our double-optin process and set up some streams to reflect new subscription roles.

I am leaning towards not enabling sales imported leads to sync into Marketo until they fill out a form on the website. We currently have customers/leads from all over the world and I would hate for a sales imported leads from double-optin country to receive their confirmation email / double opt-in email.

I could just filter out the sales leads from the double opt-in process, but this negates the purpose of having a double opt-in center.

Any insight on this would be great!

Thank you,

Erik

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    1 reply

    SydneyMulligan
    SydneyMulligan
    Level 7
    December 11, 2017

    Hi Erik,

    Rather than witholding sales created leads from Marketo, I would allow them to sync but keep them Marketing Suspended until they fill out a form. Blocking them from existing in Marketo would cause a duplicate to be created in your CRM when the lead does fill out a Marketo form.

      Erik_Eaton
      Erik_EatonAuthor
      Level 3
      December 11, 2017

      Awesome, I think this may be the way we go! Thanks for the feedback

        Terms & ConditionsAccessibility statement

        Loading footer...