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February 1, 2017
Question

Postal code routing

  • February 1, 2017
  • 1 reply
  • 2772 views

Looking to load lists and allocate contacts to a sales rep based on postal code matching

Is anyone doing this or know a way to do it?

Thanks,

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1 reply

SanfordWhiteman
Level 10
February 1, 2017

Q should probably be in Products​. 

Anyway, the answer is another question: Do you have a service with which someone can lookup a rep by postal code? Because without that, there's nothing for Marketo (or SFDC) to consult.

For example, I just rolled out a form for a client that automatically selects the lead's local dealer based on zip code.  But for this to work they obvs. had to have a service I could call to populate the dealer info.  If you had a similar service, you could easily call out to it via webhook when the lead comes in. (Or you could call the webhook from the Excel side before uploading, for that matter.)

The key, then, is to be prepared with a way of mapping postal codes to reps. Interfacing with that "way," whatever it is, is the easier part,

February 1, 2017

Thanks Sanford. 

At this time we're looking at possible options and as you say matching prior to upload might be the best and easiest solution.

February 1, 2017

Hi David,

You can use a webhook from

DIY webhooks library for Marketo - Marketo LaunchPoint – Marketo LaunchPoint

Particularly, this one from the Web Hook Library

We have used it for territory lookup, Dynamics GUID lookup, and several others

Rajesh Talele