Synchronize Marketo Leads with a Salesforce Application

This use case provides an overview of how to synchronize Marketo leads to the Salesforce application.

This use case uses the following operations:

• Get Leads: Requests the details of leads from Marketo using the Lead Database Module based on the filters provided.
• Create Lead: Creates a Marketo lead in Salesforce.

1. Create a scheduled orchestrated integration.
2. Drag and drop an Assign action and create two variables:
   • Status=New
   • Status_update=Processed
3. Drag the Marketo Adapter into the integration canvas.
4. Configure the Marketo Adapter as follows:
   1. On the Basic Info page, provide a name.
   2. On the Action page, select Query Information.
   3. On the Operations page, select the following details:
      1. Leads object
      2. Get Leads By Filter operation
      3. Custom_Field 2 from the Field to Search On dropdown list
   4. On the Configure Fields page, select a field for the response.
   5. Review your selections on the Summary page.
5. In the mapper, map the status variable to sync leads (with Custom_Field2 = New) in Marketo.
6. Drag a Salesforce Adapter into the integration canvas and configure it with the Create, Update Or Delete Information action.
   1. On the Basic Info page, provide a name.
   2. On the Action page, select Create, Update Or Delete Information.
   3. On the Operations page, select the Lead operation and the Create operation.
   4. Review your selections on the Summary page.
7. In the mapper, perform the required mappings to create a lead in Salesforce.
8. Drag a switch action with the condition if success="true" (that is, if the Lead is synchronized to Salesforce.com).
9. Drag a Marketo Adapter and configure it with the Create or Update Information action.
   1. On the Action page, select Create or Update Information.
   2. On the Operation page, select the following details:
      1. Leads object
      2. Sync lead operation
      3. Update Only
   3. Review your selections on the Summary page.
10. Update the Custom_Field2 field as a response in Marketo (that is, Processed when the lead gets created in Salesforce.com).
11. Activate the integration.
    1. At the end of the row for the integration, click the Switch to Activate icon.
    2. If needed, check the Enable Tracing check box. The Include Payload check box is displayed.
    3. If needed, check the Include Payload check box.
    4. Click Submit Now. The integration is deployed.