Only Synchronize XXX Leads with Salesforce | Community
Skip to main content
A
Anonymous
January 6, 2014
Question

Only Synchronize XXX Leads with Salesforce

  • January 6, 2014
  • 2 replies
  • 971 views

Is it possible to retain a certain group of leads within marketo without having them enter the SF ecosystem?

 

For example, say I have "free trial" leads that I don't want in salesforce until they have been nurtured.  Is there a way to prevent them from making the jump?

This post is no longer active and is closed to new replies.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

2 replies

Kenny_Elkington
Adobe Employee
Kenny_ElkingtonAdobe Employee
Adobe Employee
January 6, 2014
Hey Robert,

Marketo will not sync leads created in Marketo to SFDC unless you tell it to.  This means that you'll ned to set up your lead lifecycle to prevent synching to SFDC until you've nutured them.  Typically this is done with a trigger campaign based on a lead status change, then telling Marketo to sync them to SFDC.
A
Anonymous
January 6, 2014
So - can/should I still use the "Salesforce Campaign Sync" to tie each marketing program to a SF campaign, or would this sync the leads once their program status changes automatically?
Terms & ConditionsAccessibility statement

Loading footer...