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Meghana_Rao1
Meghana_Rao1
New Participant
January 3, 2019
Question

Mapping your CRM fields before integrating with Marketo

  • January 3, 2019
  • 2 replies
  • 9643 views

Are you getting ready to integrate your CRM with Marketo? To make the process smoother, be sure to map out your fields and their relationships before you connect the two systems. Check out this worksheet put together by the one and only @Juli James to get started!

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    2 replies

    Abhishek_Chand2
    Abhishek_Chand2
    New Participant
    November 19, 2019

    It certainly will reduce a lot of headache :-). It is always important that all the teams, CRM, Marketing and Sales understand how these fields are important and what purpose they are solving.

    Abhishek Chandra
    Nicholas_Hajdin
    Nicholas_Hajdin
    New Participant
    November 13, 2019

    This is an absolute must and saves you headaches down the line of having to work with Support to remap fields on Marketo backend. Make sure your CRM team understands a custom field on the lead object in Salesforce should be mapped to a contact field on the contact object so that data is carried over when a conversion occurs. I've seen too often where duplicate fields are created in Marketo, one for Lead and one for Contact.

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