Event Leads Sync Process | Community
Skip to main content
Calon_Alpar
Calon_Alpar
New Participant
September 19, 2018
Solved

Event Leads Sync Process

  • September 19, 2018
  • 1 reply
  • 2746 views

Hi all,

Question/confirming a process here.

All our event leads are done primarily through list import uploads. It is correct that through list uploads they do not sync automatically over to SFDC? In this case, if we want to run alerts to my sales reps after the event we need to add a flow step to sync and assign owner before sending the alerts.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Josh_Hill13

That's generally true. Depends if you have a Lead Lifecycle System pushing leads based on score or other criteria.


Yes, you should design steps based on Lead quality to sync over and which leads to alert sales to based on your internal process.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
September 19, 2018

That's generally true. Depends if you have a Lead Lifecycle System pushing leads based on score or other criteria.


Yes, you should design steps based on Lead quality to sync over and which leads to alert sales to based on your internal process.

    Calon_Alpar
    Calon_AlparAuthor
    New Participant
    September 19, 2018

    Yea we do have lead score that will route once they hit a threshold. But I was just doing some database checks and see a bunch of leads that aren't in SFDC. Most of them are from a Global List Import so my understanding is these haven't hit a score threshold yet and because it was list upload, unless a set flow step to sync to SFDC, they wouldn't be in SFDC.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    September 19, 2018

    unless a set flow step to sync to SFDC

    ... or if you add them to a program that is synced to SFDC... or any of the other "implied sync" methods.

    Like Josh says, the answer to the question lies in your specific setup. There's nothing about uploading from a CSV to a static list that syncs to SFDC on its own; uploading to a static list doesn't even add them to the list's parent program by default. But the very nature of adding leads means they can trigger other parts of your sync process.

    Terms & ConditionsAccessibility statement

    Loading footer...