Marketo to create an Account and Contact in SFDC | Community
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A
Anonymous
February 15, 2016
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Marketo to create an Account and Contact in SFDC

  • February 15, 2016
  • 4 replies
  • 4910 views

Hi All,

We are planning to start pushing leads from Marketo to our Salesforce instance.

For a particular scenario when users register on our website, we want to straight away sync these creating a Contact and an Account in Salesforce. I am aware of the scenario where we can sync users from Marketo to Salesforce creating Leads; but I am not sure of how do we straight away create a Contact and an Account in Salesforce from within Marketo.

Is the above stated possible? It would be great if you people could help me out with it.

Thank You !

Regards,

-Prabash Rath.

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Best answer by Grégoire_Miche2

HI Prabash,

No, Marketo can only create leads, campaigns and tasks.

You will have to create the lead and then either convert it from Marketo (not recommended) or develop a trigger in SFDC to do it for you.

-Greg

4 replies

Jep_Castelein2
Jep_Castelein2
New Participant
March 21, 2017

I have a couple of customers that use an SFDC Custom Trigger to auto-convert Leads to Contacts. It's a 2-step process: (1) sync Lead (2) wait 30 seconds in Marketo, then change a field value (for example "Convert_Lead=True") and push to SFDC; this will trigger the Custom Trigger. The reason for the delay is that the native sync first needs to create the Lead and it needs to download the conversion information in the next sync cycle. If you convert immediately, it's just like the Lead never existed and Marketo is not updated correctly.

The challenge usually is to select the correct Account. Often, this is done based on Email Domain, but that's not always a 1:1 mapping to an Account. I've heard LeanData (a LaunchPoint partner) could potentially help with this: View LeanData Converter Data Sheet | datasheetLeanData

Grégoire_Miche2
Grégoire_Miche2
New Participant
March 21, 2017

Hi Jep,

Unfortunately, the complexity is more than that: you might also have an existing contact that you would have to merge with on conversion and decide whether or not you would create an opportunity.

-Greg

A
Anonymous
March 21, 2017

Wasn't there supposed to be something new about converting and/or creating 'contacts' in the next release?

Grégoire_Miche2
Grégoire_Miche2
New Participant
March 21, 2017

Hi Dominick,

This now can be done with Dynamics 2016. But not with Salesforce, at least not yet.

-Greg

A
Anonymous
February 15, 2016

You can execute a triggered flow on Marketo to convert Leads into Contacts. One issue: it will create an opportunity in SFDC for each of these (you can't flag "do not create an opportunity upon conversion).

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    February 15, 2016

    Hi Franco,

    Which is why you should not use this flow step. And also because it does not offer any flexibility to correctly manage account merge or contact merge.

    -Greg

      A
      Anonymous
      February 15, 2016

      Hi Greg,

      In fact I never use it for that specific reason but I want him to be aware of it. I really wish they added more capabilities to that flow step, it would save a lot of time.

      Grégoire_Miche2
      Grégoire_Miche2Accepted solution
      New Participant
      February 15, 2016

      HI Prabash,

      No, Marketo can only create leads, campaigns and tasks.

      You will have to create the lead and then either convert it from Marketo (not recommended) or develop a trigger in SFDC to do it for you.

      -Greg

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