How do I stop creation of new contacts in marketo? | Community
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Apurva_Patel
Apurva_Patel
New Participant
September 26, 2016
Solved

How do I stop creation of new contacts in marketo?

  • September 26, 2016
  • 4 replies
  • 3513 views

Hi All,

So, we have a few types of contacts which we do not want the marketo to copy over and create as leads in marketo from Salesforce. This is so to ensure that these particular contacts are not sent out any sort of emails/invitations etc etc from marketo (even by mistake!). Its a huge no-no! ( A very serious legal matter!) So, basically, I do not want these special types of contacts to be created in marketo at all! How do I ensure this? Please help! Its very important, and urgent!

Thanks so much!

Apurva

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Best answer by Grégoire_Miche2

You may want also to read these:

"Sync with Marketo" mysteries part 1

"Sync with Marketo" mysteries part 2

-Greg 

4 replies

Apurva_Patel
Apurva_PatelAuthor
New Participant
September 27, 2016

Thank you all for the quick responses!

A
Anonymous
September 26, 2016

Hi Apurva, I agree with Jim. If you have SFDC side OWD setting is private, then sharing rule will help in stopping these records flowing to Marketo. Or Filter can also be utilized to stop the specific records.

Devraj_Grewal
Devraj_Grewal
New Participant
September 26, 2016

Apurva,

I am not sure of a way to prevent these contacts from syncing over to Marketo. But what you can do is run a trigger campaign looking for every time a lead is created with those parameters and in the flow action delete lead but keep in CRM.

Jim_Thao7
Jim_Thao7
New Participant
September 26, 2016

2 ways that I use:

1. Permissions/Roles in SFDC: The logic is that if a record is not visible to the Marketo sync user, it can't sync over

2. Custom Sync Filters: https://nation.marketo.com/docs/DOC-2942#jive_content_id_Sync_Filters_for_Existing_SFDC_Integrations

    Josh_Hill13
    Josh_Hill13
    New Participant
    September 26, 2016

    If the Contacts are identifiable easily by Record Type ID or a custom field like above "Do Not Sync to Marketo=T" and then those records are hidden from the Marketo user, this is very possible. There are dozens of threads on this. Work with your SFDC Admin on it.

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