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Erik_Eaton
Erik_Eaton
Level 3
December 8, 2017
Question

GDRP, Sales Imported Leads, and Salesforce Sync

Team,

Im hoping to gain some insight in to how other Marketo admins are bracing for GDRP compliance.

We currently have a complete two way sync between Marketo and Salesforce for leads from all sources, including sales imported leads from prospecting tools.

I have recently staged our double-optin process and set up some streams to reflect new subscription roles.

I am leaning towards not enabling sales imported leads to sync into Marketo until they fill out a form on the website. We currently have customers/leads from all over the world and I would hate for a sales imported leads from double-optin country to receive their confirmation email / double opt-in email.

I could just filter out the sales leads from the double opt-in process, but this negates the purpose of having a double opt-in center.

Any insight on this would be great!

Thank you,

Erik

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    2 replies

    SydneyMulligan
    SydneyMulligan
    Level 7
    December 11, 2017

    Hi Erik,

    Rather than witholding sales created leads from Marketo, I would allow them to sync but keep them Marketing Suspended until they fill out a form. Blocking them from existing in Marketo would cause a duplicate to be created in your CRM when the lead does fill out a Marketo form.

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      Erik_Eaton
      Erik_EatonAuthor
      Level 3
      December 11, 2017

      Awesome, I think this may be the way we go! Thanks for the feedback

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