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James_Glavin
James_Glavin
New Participant
September 19, 2016
Solved

Sync Marketo ID to CRM?

  • September 19, 2016
  • 1 reply
  • 2492 views

Hi there,

I'd like to sync the unique Marketo Lead ID to our CRM, as a way of auditing/cross-checking our data between CRM and Marketo. My thinking is that it'd be very valuable having a unique ID that exists in both places (email is not unique in our CRM). Has anyone done this, and if so what's the process?

Thanks,

James

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    Best answer by Roxann_McGlump1

    Hi James,

    You can't sync directly to the Lead ID field in Marketo, but you can write the value to a synced custom field.  You would create the field in Salesforce (i.e. "Marketo ID"), make sure it is visible to the Marketo Sync User, and let the new field sync across.

    You would then use a Smart Campaign to Change Data Value to the "Marketo ID" field you created.

    The filter could be "Marketo ID - is empty".  The New Value would be the token {{lead.Id}}.

    1 reply

    Roxann_McGlump1
    Roxann_McGlump1Accepted solution
    New Participant
    September 19, 2016

    Hi James,

    You can't sync directly to the Lead ID field in Marketo, but you can write the value to a synced custom field.  You would create the field in Salesforce (i.e. "Marketo ID"), make sure it is visible to the Marketo Sync User, and let the new field sync across.

    You would then use a Smart Campaign to Change Data Value to the "Marketo ID" field you created.

    The filter could be "Marketo ID - is empty".  The New Value would be the token {{lead.Id}}.

      James_Glavin
      James_GlavinAuthor
      New Participant
      September 19, 2016

      Genius - thank you!

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