Implied Salesforce Actions

When a Salesforce-specific flow step runs, sometimes extra steps are performed automatically. Here are the rules, so you know:

These rules will apply when the person is not currently in as a contact or lead.

Marketo Flow step Automatic Action
Add to SFDC Campaign Sync Person to SFDC
Change Status in SFDC Campaign Sync Person to SFDC
Add to SFDC Campaign
Change Owner

Sync Person to SFDC

Convert Person

Sync Person to SFDC

Create Task Sync Person to SFDC

You can filter out SFDC records in a Smart List using the SFDC Type Filter with the operator set to “is not empty”. All SFDC records have a value in this field.

Remember, these automatic actions only happen if the lead is not currently in

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