DocumentationMarketo EngageMarketo Guide

Sync Person to SFDC sync-person-to-sfdc

Last update: Tue Oct 17 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

This flow step will insert Marketo-created people as leads into your Salesforce CRM.

NOTE
Only available when integrated with Salesforce.

  1. By default, this flow step will assign to lead owners based on the Salesforce auto-assignment rules.

    note tip
    TIP
    Salesforce requires that the person has Company and Last Name fields filled out. Otherwise, it will reject the lead record.

  2. You can set a specific Salesforce user or lead queue as the lead owner.

    When using this flow step, the person is synced as a Salesforce lead immediately and does not need to wait for the regular sync.

    note caution
    CAUTION
    Salesforce does not allow “Contacts” to be assigned to lead queues. In this case Marketo will create a duplicate “Lead” in Salesforce.
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