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A
Anonymous
September 8, 2015
Question

Microsoft dynamics integration

  • September 8, 2015
  • 1 reply
  • 1319 views

How can I synchronise i my CRM only the sales leads (scoring > 50)  and not all my marketo contacts?

Is it by default in the integration process?

Thanks for your help,

Amaury

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1 reply

A
Anonymous
September 8, 2015

The integration from Marketo to CRM is controlled by a flow step. You will have complete control over the initial decision to sync a Marketo-only record to Dynamics. Once it's synced, the system will keep them in sync automatically.

You can read about that here: Sync Lead to Microsoft - Marketo Docs - Product Docs

Josh_Hill13
Josh_Hill13
Level 10
September 8, 2015

Yes, but remember to setup as a mini lead lifecycle where you have a campaign that says:

Data Value Changes: Lead Score is at least 50 (and was under 50 before)

Flow=Sync Lead to MSD

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