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J
JC100
New Participant
April 17, 2023
Solved

Stop invalid email from synchronizing with SFDC.

  • April 17, 2023
  • 2 replies
  • 3144 views

Hi there,


Is there a method to prevent the sync of the lead with the invalid email to salesforce?

For example:

  • The form submission with an incorrect email will fail.
  • Only after the email is confirmed valid (e.g. the thank-you email is delivered) will the lead be synchronized to salesforce.

Our sales are tired of handling leads with invalid emails.

Any advice would be helpful. Thank you!

 

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    Best answer by TiffanyD

    One way to do this is by creating an operational smart list to reference in choice logic whenever a sync to SFDC action is in a flow. 

    This would be used in choice logic to effectively not sync the record at the sync action - 

    You would need to make sure timing of these steps is in alignment with your email followup/invalid flows so that you don't sync before the invalidation can occur.

     

    This won't work if you are using the native program-level campaign sync.

     

     

     

    2 replies

    T
    TiffanyDAccepted solution
    New Participant
    April 17, 2023

    One way to do this is by creating an operational smart list to reference in choice logic whenever a sync to SFDC action is in a flow. 

    This would be used in choice logic to effectively not sync the record at the sync action - 

    You would need to make sure timing of these steps is in alignment with your email followup/invalid flows so that you don't sync before the invalidation can occur.

     

    This won't work if you are using the native program-level campaign sync.

     

     

     

    In MOPS We Trust,Tiffany
      J
      JC100Author
      New Participant
      April 18, 2023

      Thank you Tifanny! When I say "invalid" email, I mean it doesn't exist, but it appears the filter can only identify text that doesn't look like an email (e.g. without @), so we may use the email delivered as a filter. FYI

       

      FahadRiazRao-2
      FahadRiazRao-2
      New Participant
      April 18, 2023

      Email Invalid field mentioned above is mechanism inside MKTO. This gets true based upon Hard Bounce captured by MKTO on sending the email to the lead. So it covers everything around validity including @. Hope it helps here.  

        Darshil_Shah1
        Darshil_Shah1
        Community Manager
        April 17, 2023

        New people created in Marketo/existing Marketo-only records don't get synced over to the CRM via native sync until you sync them implicitly or explicitly. You must have a setup in your Marketo that's syncing new people getting created in your instance over to the SFDC, you can adjust the campaign's criteria to ensure that a Marketo-only record syncs with the CRM only after it meets your criteria to be considered as a record with valid email address (e.g., the thank-you email is delivered). You can use "SFDC Type" = Empty for filtering Marketo-only records.

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