How to identify if Marketo lead is a SFDC lead or contact? | Community
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Anonymous
January 17, 2015
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How to identify if Marketo lead is a SFDC lead or contact?

  • January 17, 2015
  • 1 reply
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Since leads are not created in SFDC when there is a contact, we need to do something else with MQLs that are contacts in SFDC. How can Marketo identify SFDC contacts and what should we do with them, other than creating opportunities?
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Best answer by Josh_Hill13

You can use SFDC Type = Contact, User, Lead or IS EMPTY (which is a Marketo only lead).

It sounds like you are talking about what happens when a Contact reaches MQL (for any reason). Usually, I have a separate process for New Leads, SFDC Leads, and SFDC Contacts. Each record has a Lead Status (or Contact Status) that is mapped on conversion. A Contact would start at MQL or SQL.

If a Contact fills out a demo form, it is considered MQL. Instead of using a new lead and routing it, we instead set a Task or Send Alert to the Contact Owner (lead owner in Marketo).

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
January 17, 2015

You can use SFDC Type = Contact, User, Lead or IS EMPTY (which is a Marketo only lead).

It sounds like you are talking about what happens when a Contact reaches MQL (for any reason). Usually, I have a separate process for New Leads, SFDC Leads, and SFDC Contacts. Each record has a Lead Status (or Contact Status) that is mapped on conversion. A Contact would start at MQL or SQL.

If a Contact fills out a demo form, it is considered MQL. Instead of using a new lead and routing it, we instead set a Task or Send Alert to the Contact Owner (lead owner in Marketo).

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