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Nikki_Corsini
Nikki_Corsini
Level 2
March 19, 2019
Question

Marketo Custom Tokens for Lead Owner

  • March 19, 2019
  • 2 replies
  • 3112 views

Hello I am trying to update lead owner information in Marketo for use with tokens.

Phone Number... I am also trying to add the lead owner mobile phone.

The lead owner information in our salesforce profiles is not consistent and Marketo is only pulling in the lead owner phone but not mobile.


Can anyone walk me through this process?

Thanks

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2 replies

Amit_Jain
Community Advisor
Amit_JainCommunity Advisor
Community Advisor
March 19, 2019

Assuming you use SFDC. Based on that my take on this would be:

  • Update the user profile in SFDC to have the correct phone number
  • Create a custom field in SFDC on Lead and contact for Lead Owner Phone number. These fields should sync to Marketo automatically.
  • Have a workflow rule in SFDC to update this field with the lead owner phone number. This workflow should run on lead create and lead update.

You can then use this custom field as a lead token in your Marketo emails.

Nikki_Corsini
Nikki_CorsiniAuthor
Level 2
March 19, 2019

Hi Thank you for the solution. One question the tokens for leadownerphone etc, that pull in from Salesforce profile information are system fields I believe.

If I create a custom field on the lead and contact detail in SF to synch into Marketo.

Now it is no longer a system field how does Marketo associate the token with the correct persons? Meaning how does it associate lead ownership?

Sorry if that is a silly question.

Thanks

Nikki Corsini Marketing Automation Specialist

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Amit_Jain
Community Advisor
Amit_JainCommunity Advisor
Community Advisor
March 19, 2019

As I mentioned, you have to have a workflow in SFDC to populate this field when a lead is created /update this field value when there is an updated lead owner. This workflow will be a formula that will be always pulling the phone number of the current lead owner.

Hope this clarifies.

Amit_Jain
Community Advisor
Amit_JainCommunity Advisor
Community Advisor
March 19, 2019

Please make the answer as correct answer if this serve your purpose :)

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