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A
Anonymous
January 21, 2014
Question

Pass captured UTM data to Salesforce

  • January 21, 2014
  • 6 replies
  • 2896 views
I'm currently trying to solve how we take UTM data (source, campaign) and pass that along to salesforce. I can get the data using javascript into a hidden field and attached to a lead via a marketo form, but I can't figure out how to take that data and sync it to Salesforce. My first thought was to use a 'Change Data Value' flow step, but it doesn't appear that you can put a token in there (which I assume I'd need to use to do this).

If anyone has thoughts or previous experience with this sort of workflow (or a better way to do it). I'd greatly appreciate any feedback/help.

Thanks,
- Heath
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6 replies

A
Anonymous
January 21, 2014
Heath,

If you create the fileds in Salesforce and the Marketo user have field-level rights to it, the data should sync right over. Did you create the fields in SFDC first?
    Josh_Hill13
    Josh_Hill13
    Level 10
    January 21, 2014
    Yes do that in SFDC first. 

    If the fields are already in Marketo, you may have to ask Support to help with the mapping.

    Something else to note - if you're using Marketo Forms, you can make the utm field Hidden, then edit that field's settings to have Marketo handle the data population from the URL parameters. No extra javascript needed.
    A
    Anonymous
    January 21, 2014
    Yes they're already in Salesforce. I'm primarily working with the Lead Source field. I just realized I was trying to use a custom field in a Marketo form instead of the Lead Source field already there. I'll test it out with that and respond back with my findings.

    Thanks for your help Jason!

    - Heath
    A
    Anonymous
    January 21, 2014
    I did not know that Josh, I'll look into that as well. I'm definitely a fan of not applying more code to a page than necessary! Thanks for the tip.

    - Heath
    A
    Anonymous
    January 22, 2014
    Works great guys.

    Quick followup: Any thoughts on why my Lead Status is changing to 'Not in Program' even though I have a flow step to set the data value to 'Open'? In Salesforce, I'm getting an update that the lead owner changes the status from 'Open' to 'Not in Program' the moment the lead is created, so I think I've got something in my Marketo flow or Salesforce settings that is overriding that flow step.

    Again, I appreciate all your help.

    Also, side note, did a quick search for UTM trying to quickly get to my post. Realized my original question has be asked several times before. That said, I appreciate the helpful responses!

    - Heath
    A
    Anonymous
    January 22, 2014
    Quick update. The 'Not in Program' status was a 'Change Data Value' flow step from a leftover campaign that was somehow updating all our Salesforce leads from Marketo.

    Thanks again for the help,
    - Heath
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