Skip to main content
A
Anonymous
January 17, 2015
Solved

How to identify if Marketo lead is a SFDC lead or contact?

  • January 17, 2015
  • 1 reply
  • 1200 views
Since leads are not created in SFDC when there is a contact, we need to do something else with MQLs that are contacts in SFDC. How can Marketo identify SFDC contacts and what should we do with them, other than creating opportunities?
This post is no longer active and is closed to new replies.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

You can use SFDC Type = Contact, User, Lead or IS EMPTY (which is a Marketo only lead).

It sounds like you are talking about what happens when a Contact reaches MQL (for any reason). Usually, I have a separate process for New Leads, SFDC Leads, and SFDC Contacts. Each record has a Lead Status (or Contact Status) that is mapped on conversion. A Contact would start at MQL or SQL.

If a Contact fills out a demo form, it is considered MQL. Instead of using a new lead and routing it, we instead set a Task or Send Alert to the Contact Owner (lead owner in Marketo).

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
January 17, 2015

You can use SFDC Type = Contact, User, Lead or IS EMPTY (which is a Marketo only lead).

It sounds like you are talking about what happens when a Contact reaches MQL (for any reason). Usually, I have a separate process for New Leads, SFDC Leads, and SFDC Contacts. Each record has a Lead Status (or Contact Status) that is mapped on conversion. A Contact would start at MQL or SQL.

If a Contact fills out a demo form, it is considered MQL. Instead of using a new lead and routing it, we instead set a Task or Send Alert to the Contact Owner (lead owner in Marketo).

Terms & ConditionsAccessibility statement

Loading footer...