Sync Person to SFDC

Last update: 2023-10-17

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


Only available when integrated with Salesforce.

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


    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.


    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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