Marketo + Salesforce, Assign Marketo Lead to Contact Owner | Community
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Travis_Wittenbu
Travis_Wittenbu
Level 2
December 9, 2019
Question

Marketo + Salesforce, Assign Marketo Lead to Contact Owner

  • December 9, 2019
  • 2 replies
  • 2105 views

Hi Marketo Nation!

Pretty simple yet tricky task.

Currently all new leads are assigned to the Sales Queue by default in Marketo/Salesforce.

I want to use Marketo to automatically determine the correct Lead Owner using the Contact Owner on the SFDC Contact. Rather than full email, I'd like to use email domain from the lead. For example:

@domain1.com = Salesperson A

@domain2.com = Salesperson B

@domain3.com = Salesperson A

Is there a way to do this entirely within Marketo, or is there some special third party software? I do not want to create rules in Marketo with tons of criteria, I would rather lookup in a table like a Google sheet or SQL database.

Thanks for putting me in the right direction,

Travis

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2 replies

Amit_Jain
Community Advisor
Amit_JainCommunity Advisor
Community Advisor
December 10, 2019

What you wanted to do is not directly possible within Marketo but you can use the web-hook to push the leads to external system and get the appropriate owner. But keep in mind that web-hooks comes with some limitations. You can learn more about webhooks here:

https://developers.marketo.com/webhooks/ 

Otherwise, I would suggest to setup smart lists for each Sales rep with specific email domains and create a central smart camping for the assignment.

Jay_Jiang
Jay_Jiang
Level 10
December 10, 2019

Would write an Apex trigger on Lead object for this.

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