DocumentationMarketo EngageMarketo Guide

Sync Person to SFDC

Last update: July 17, 2024
  • Topics:
  • Smart Campaigns
  • Salesforce Integration

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.

    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.

    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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