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February 28, 2013
Question

Moving data into Salesforce?

  • February 28, 2013
  • 1 reply
  • 713 views
I am new to Marketo, but just set up the Salesforce sync which worked great for getting names into Marketo.  How do I get it to go the other way?  For instance if someone registers through our Marketo form I am not seeing their names in Salesforce.  Is there something I must do to enable this?
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1 reply

Itay_Billet4
Level 8
February 28, 2013

You need to create a smart campaign that sync leads that filled out a form to SF, something like:
Smart List: Trigger - Fills out form is "Resource form" 
Flow: Sync Lead to SFDC - you can sync it according to the SF assignment rules, or add choices so the lead will sync to a specific owner