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rwagner
Level 2
March 20, 2014
Question

Lead Assignment during Import

  • March 20, 2014
  • 2 replies
  • 1637 views
Is it possible to assign lead owners during list import? I see there's an article on this in the help section (Is it possible to assign a lead owner during a list import?) but the URL is broken/there is a page error. Can someone please give me the scoop?

Many thanks!
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2 replies

A
Anonymous
March 20, 2014
Renee,

I can only speak for SFDC, but I believe Marketo relies on SFDC lead assignment rules to dole out the assignment. You can, however, also specify an owner in Marketo.

I believe the only way to assign owners during list import is to create a smart campaign with a "Sync lead to SFDC" flow with a bunch of conditional criteria. See below. Instead of using Last Name like I did, you can also create a smartlist for each if you want to use both first and last name, and then just specify the smartlist in the flow rule.

R
rwagnerAuthor
Level 2
March 20, 2014
Thanks Charlie. I appreciate your time and the reply. I should have specified (oops!) that we're on MS Dynamics CRM.
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