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Anonymous
August 18, 2015
Question

Syncing leads in Marketo with Salesforce

  • August 18, 2015
  • 1 reply
  • 1114 views

Hello!  I created an engagement program in Marketo where we will be sending direct mail postcards to leads and directing them to a landing page in Marketo where they can download a whitepaper by first filling out a form.  I have tested the process using dummy leads but those leads are not syncing over to Salesforce.  I am sure I am missing a step in the process, but have been unable to identify what that might be.  Any suggestions?  Do I need to include it as a campaign flow step? 

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1 reply

Jessica_Cross1
Jessica_Cross1
Level 4
August 18, 2015

A couple questions to try and deduce what is going on here.

Is the program in Marketo synced with an identical program in salesforce? Here is a screenshot of what it looks like when you create a copy campaign in salesforce.

Do you have a lead lifecycle program in place that syncs all leads to salesforce?

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