Mailing SFDC contacts from Marketo? | Community
Skip to main content
A
Anonymous
December 4, 2015
Question

Mailing SFDC contacts from Marketo?

  • December 4, 2015
  • 2 replies
  • 2656 views

I want to run a monthly mailout to channel partners from Marketo and score them using behavioural scoring in Marketo. The thing is they are contacts in SFDC, not leads. Is it possible to import certain contacts from SFDC using a 'sync to Marketo' field in the contacts database in SFDC? If not how have other people got round this? I'm sure I'm not the first person who has wanted to do this.

Thanks.

This post is no longer active and is closed to new replies.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

2 replies

Aslihan_Ayan_Ha
Aslihan_Ayan_Ha
Level 6
December 4, 2015

Is your Marketo Synch user in SFDC have the rights to see these contacts? Is there a field that indicates these are channel partners?

A
Anonymous
December 4, 2015

Marketo treats both Contacts and Leads as one. If your integration was setup via the standard instructions you should have clear visibility to this segment. Copy and past an email address into the Marketo Lead Database and search to see if it shows.

If it does, you're all set, just figure out how to separate them from your other email addresses.

If it does not, you can export out of SFDC and import into Marketo to a static list. Marketo will auto dedupe based on email address and you have a set list of emails to continue to mail.

Aslihan_Ayan_Ha
Aslihan_Ayan_Ha
Level 6
December 4, 2015

Hi Tim, I am curious what is your POV on if the contacts exist in SFDC already, what will be the business reason to export from SFDC and import to Marketo? Time to execution since opening the Marketo Synch user might require internal resources?

A
Anonymous
December 4, 2015

Business reason was that if you cannot differentiate partners vs the rest inside SFDC, you can do so via exporting the list out.

Terms & ConditionsAccessibility statement

Loading footer...