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A
Anonymous
August 15, 2014
Question

SF/Marketo integration

  • August 15, 2014
  • 3 replies
  • 1136 views
Can anyone advise me on how to import qualified leads and have them go into our SF round robin? I know how to import a list but can't figure out what flow to use?
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3 replies

Valerie_Armstro
Valerie_Armstro
Level 9
August 15, 2014
Two ways:

1) Click on the list you have imported.  Select all leads and click Lead Actions > Salesforce > Sync Lead to SFDC

2) Create a batch campaign with the following
Smart List - Member of List, List = List 001
Flow - Sync to SFDC - Use Auto Assign Rules

More info about sync to SFDC flow step: https://community.marketo.com/MarketoArticle?id=kA050000000LAAhCAO
A
Anonymous
August 15, 2014
Thank you, Val! Can I also add a send email and create task to the same flow to alert the sales person?
Valerie_Armstro
Valerie_Armstro
Level 9
August 15, 2014
Yes.  To do all of this, I would recommend setting up a batch campaign.  Add to the flow steps a Send Alert and a Create Task.

Send Alert: https://community.marketo.com/MarketoArticle?id=kA050000000LA3VCAW
Create Task: https://community.marketo.com/MarketoArticle?id=kA050000000KytUCAS
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