"Person is Pushed to MKTO" Trigger | Community
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Level 3
March 28, 2018
Question

"Person is Pushed to MKTO" Trigger

  • March 28, 2018
  • 2 replies
  • 6240 views

We are relatively new to Salesforce, and up until now had never had a sync with our CRM. In re-setting up some of my nurture campaigns, I'm wondering if I should include the "Person is Pushed to MKTO" as a trigger. May I assume that these are leads/contacts created in Salesforce that are NOT already in MKTO?

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2 replies

SanfordWhiteman
Level 10
March 28, 2018

No, this trigger is not relevant to SFDC sync. It logs the use of a separate Marketo-specific API.

Level 3
March 28, 2018

Thank you!!!

March 28, 2018

Hey Nicol,

Once you sync your Marketo and Salesforce instances for the first time and connect the two, you don't need to add a trigger in your campaigns to sync the leads from Salesforce to Marketo moving forward because this will happen automatically. It is a bi-directional sync. So once the initial sync is set up, if a lead or contact is added to your Salesforce instance, it will automatically sync to Marketo. Here is a good graph that shows the bi-directional Marketo and Salesforce sync and what fields are included in that:

Hope this helps!

-Courtney

Level 3
March 28, 2018

Thank you! I just wanted to make sure I wasn't missing those folks that may have been created in SF, rather than those that came in directly to MKTO via a form fill.

March 28, 2018

No problem! Yeah, as long as you have the Marketo and Salesforce sync live and set up, you won't miss anyone. You will also be able to see where the lead was created (whether it came from a Marketo form fill or from your CRM database) in the Person Source field.