Marketo Integration Setup Guide · Marketo template above and set the field action in RingLead....

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Marketo Integration Setup Guide

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Table of Contents

About the RingLead Integration with Marketo

Create the Marketo Webhook

- Response Mapping

- Configure Webhook Response Mapping

Create the Marketo Program and Campaign

- Create the Marketo Program

- Salesforce Tasks created by RingLead

- Salesforce Contacts created by RingLead in existing Account

- Setup Changes for RingLead to create New Salesforce Contacts

- Salesforce Changes

- RingLead Changes

- Marketo Changes

- Create the Smart Campaign

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Using RingLead Unique Web-to-Lead in conjunction with Marketo, clients will be able to further streamline their lead management process and maintain a cleaner database.

Getting StartedTo get started, log in to RingLead, click the “Web-to-Lead” tab and select the appropriate Web Form Script from the dropdown and click “Go”. To the right of the Marketo logo, click “Get Started with Marketo Integration”.

About the RingLead Integration with Marketo

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Home Unique Upload Web-to-Lead Unique Entry Data Cleanse Support Setup

Declone Web-to-Lead configuration settings for RingLead Test - John

General Information

First Time using Declone Web-to-Lead?

Web Form Script #1

View the Quickstart Guide

Learn more about Web Form Field Names

Description:

Salesforce Username:

Salesforce Password:

Web Form Field Names:

Link to Salesforce Sandbox:

Form Action URL:

Declone Web-to-Lead Script (1)

A description of the web forms processed by this web form script.

Example: “Website marketing forms”

[email protected] Login successful. User is valid.

Example: [email protected]

(enter the Salesforce login Username above, typically a Marketing User or System Administrator profile)

This Web form script os NOT configured to be connected with a Salesforce Snadbox organization.Learn how to point this RingLead Script to a Salesforce Sandbox

Salesforce Web-to-Lead names (default)

https://salesforce.ringlead.com/cgi-bin/2768/1/dedup.pl

(provide your webmaster with the Form Action URL above)

Update

Advanced Configuration - Learn more in the Declone Web-to-Lead Advanced Options Guide

New and Matching Leads, Contacts and Account Settings

Configure Options for Matching Leads, Contacts and Accounts

Configure field actions, Campaigns, search logic, new Lead creation, auto-response and more.

Task Settings

Configure Task Settings

Change the options for the Task Activity created for the owner f the Lead, Contact, Opportunity and/or Account.

Partner Integrations

Email Automation and Lead Management with Marketo

Get Started with Marketo Integration

Using RingLead de-duplication tools in conjunction with Marketo, clients will be able to furtherstreamline their lead management process and maintain a cleaner database.

Email Automation and Lead Management with Eloqua

Get Started with Eloqua Integration

Using RingLead de-duplication tools in conjunction with Eloqua, clients will be able to furtherstreamline their lead management process and maintain a cleaner database.

R

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Complete the form fields and click Verify Marketo Connection. To access the SOAP API, log into Marketo, click Admin then Web Services in the left navigation. Copy the SOAP Endpoint from Marketo and paste into RingLead each of the three fields below.

Marketo API Connection

Copy and paste the following fields from Marketo Admin:

SOAP endpoint

Access Status

User ID

Encryption Key

(be sure this is “Active)”

Login to Marketo > Admin > Integration > SOAP API

Verify Marketo Connection

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Click the red button “Setup the Web-to-Lead Webhook” at the bottom.

Data Shield Webhook

Enforce data standards with Data Shield. Complete the Data Shield for Marketo setup process using the Data Shield License Key below. Return to RingLead to complete the setup of your RingLead Web-to-Lead Marketo webhook.

Once you have the Data Shield License Key, click Activate Data Shield below.

Contact RingLead for your Data Shield License Key

Activate Data Shield

Marketo API Connection

Change Marketo Connection

Your Marketo Connection is Verified

RingLead Web-to-Lead Webhook

Unique Web-to-Lead Script

Script Number

Setup the Web-to-Lead Webhook

Declone Web-to-Lead Script (1)

1

Approximate time to complete all steps: 15:25 minutes

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First, create a Webhook for the integration. Only one Webhook is required for Unique Web-to-Lead. Login to Marketo and create a new Marketo Webhook. Navigate to "Webhooks" in Marketo

Log in to Marketo > Admin > Integration > Webhooks > New Webhook

1. Copy and paste the Webhook name2. Copy and paste the description3. Enter the unique URL4. Create the template (see below)

Copy and paste the following template into the webhook template:

first_name={{Lead.First Name}}&last_name={{Lead.Last Name}}&email={{Lead.Email Address}}&company={{Company.Company Name}}&phone={{lead.Phone Number}}&URL={{company.Website}}&street={{lead.Address}}&city={{lead.City}}&state={{lead.State}}&zip={{lead.Postal Code}}&country={{lead.Country}}&salutation={{lead.Salutation}}&title={{lead.Job Title}}&mobile={{lead.Mobile Phone Number}}&fax={{lead.Fax Number}}&industry={{company.Industry}}&oid=00D300000006Rmc&RL_marketo=merge&RL_marketoID={{lead.id}}&RL_new_lead=disable&retURL=SFDCID_returnError

Create the Marketo Webhook

Webhook Name:

Description:

URL:

Template:

Request TokenEncoding:

Response type:

Edit Webhook

RingLead Unique Web-to-Lead*

*

Prevent duplicates from web form submissions.

* Insert token

Insert token

Form/Url

* XML

CancelSave

1

2

3

4

5

6

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5. For Request Token Encoding, select “Form/Url” from the dropdown6. For Select Response Type, select “XML” from the dropdown

Q: Has the Field Mapping to Salesforce Standard been changed from default?Some of the standard fields above need to be changed if your forms contain fields which are not the default Salesforce mapped fields. For example, if your form contains Mailing Street instead of Address, then you much change {{lead.Address}} to {{company.Mailing Street}} . The mapping between a Salesforce field and its corresponding Marketo field, navigate to Admin > Field Management > Field Mapping. Use the Insert Token button above this Template field in the Webhook to update the template, such as {{company.Mailing Street}}.

Q: Do your forms contain Salesforce Fields which need special attention?To enable RingLead to update Salesforce fields when an existing Salesforce Lead/Contact is found, just add the field to the Marketo template above and set the field action in RingLead.Marketo Webhook Example to add at end of template:&00NC00000012345={{Lead.Customer Number}}RingLead Field Action set after logging into RingLead:Customer Number field action set to "Overwrite"Note the "&" is to separate each field mapping in the template. The first next part is 00NC00000012345 and is an example of a Salesforce Custom Field ID found in Salesforce > Setup > Web-to-Lead and the next part (following the "=" sign) is {{Lead.Customer Number}} and is an example of a Marketo Token which can be inserted with the "Insert Token" button found above the template.

Considerations

Response MappingNext, create a custom field as a flag for when RingLead has processed a new Marketo lead. Navigate to Marketo Admin and Create a New Custom Field with the Type, Name and API Name below. This custom field is for RingLead to trigger Marketo to create a new Salesforce Lead if RingLead was not able to match an existing Salesforce Lead/Contact/Account.

Login to Marketo > Admin > Field Management > New Custom Field and enter the following values:

Type Select StringName RingLead StatusAPI Name RingLead_Status

Type:

Name:

API Name:

New Custom Field

String*RingLead Status

RingLead_Status*

*

CancelCreate

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Configure Webhook Response MappingFinally, add the custom field to the Webhook. Edit the "RingLead Web-to-Lead" Webhook previously created and add and configure a Response Attribute and Marketo Field mapping as defined below. This response mapping will be used to trigger Marketo to create a new Salesforce Lead.

Log in to Marketo > Admin > Integration > Webhooks > RingLead Web-to-Lead

Caution: Confirm the Marketo Field 'RingLead_Status' was saved correctly. You may need to log out and back into Marketo for the Response Mapping to save correctly.

Response Attribute ringlead-response.salesforce-new-recordMarketo Fields RingLead_Status

Edit Response Mapping

Cancel

Add Remove

Response Attribute

ringlead-response salesforce-new-record

Marketo Field

RingLead_Status

Save

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Create the Program and Smart Campaign.

Approximate time to complete steps below: 5 minutes

Create the Marketo ProgramFirst, create the program to prevent duplicates on all new Marketo leads. Navigate to Marketing Activities and create a new program named RingLead Processing

Log in to Marketo > Marketing Activities

Create the Marketo Program and Campaign

Campaign Folder:

Name:

Program Type:

Channel:

Description:

New Program

* Global Lead Management

RingLead Processing

Default

Operational

This program processes new leads through RingLead and preventsduplicates in Marketo using your RindLead de-duplication criteria.

*

*

*

CancelCreate

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2) Click the Smart List tab for the Send Lead to RingLead Smart Campaign and Add a Trigger for Lead is Created

Create the Smart CampaignCreate a custom field as a flag for when RingLead has processed a new Marketo lead.

1) Create a new Smart Campaign in the RingLead Processing Program named Send Lead to RingLead

NameDescription

Send Lead to RingLeadThis trigger campaign will capture the new lead and send it to RingLead for processing.

Program:

Name:

Description:

New Smart Campaign

RingLead Processing

Send Lead to RingLead

This trigger campaign will capture the new lead and send it to RingLead for processing.

*

CancelCreate

Send Lead to RingLead Smart List Flow Schedule Results

New Campaign Actions View Campaign Members

Use ALL filters Collapse All Expand All

Add Constraint

Lead is Created

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3) Click the Flow tab for the Send Lead to RingLead Smart Campaign and Add a Flow Action for Call Webhook and choose RingLead Web-to-Lead.

4) Click the Schedule tab and Edit the Qualification Rules to Run each lead through the campaign flow every time



Collapse All Expand All

Add Choice

1 - Call Webhook

Webhooks: RingLead Web-to-Lead

Qualification Rules determine how many times each lead can run through the Smart Campaign flow

Edit Qualification Rules

Cancel

Run each lead through the campaign flow:

only once

once every

every time

Days

Save

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5) Activate the Smart Campaign



Triggered Campaign Schedule............................................................................................Campaign Status:

Smart List Mode:

Qualification Rules:

Active

Triggered

Each lead can run through the flow every time

Deactivate

Marketo Integration - Final Step “Confirm RingLead Webhook is called BEFORE New Lead is Created in Salesforce”These steps require some thought into how to prevent Marketo from creating a Salesforce Lead BEFORE RingLead has confirmed it is not a duplicate. Complete the two sections below.Approximate time to complete steps below: 5 minutes (more depending upon how many Campaigns you need to adjust)

Adjust Marketo Smart Campaigns with the following Flow Steps:

Marketo Smart Campaign with Flow Step: Sync Lead to Salesforce

Marketo campaign triggers may send new Marketo leads through the campaign flow steps before RingLead has merged duplicates. This could allow duplicates in Marketo and Salesforce. Campaign triggers need to be changed for each campaign which includes a "Sync Lead to Salesforce" flow step.

Change triggers for all Marketo campaigns with flow step: Sync Lead to Salesforce

For Marketo campaigns with the above flow step, the Marketo campaign trigger needs to be changed:

Remove the following Campaign Trigger

Now, Marketo campaigns triggered for new Marketo leads will now only be triggered after RingLead has confirmed they are not a duplicate. See the example below.

Lead is Created

Data Value Changes for Attribute: RingLead Status Add a Constraint for New Value is True

Add the following Campaign Trigger

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Example #1 - Campaign with Flow Step: Sync Lead to Salesforce

1) Create a New Smart Campaign in the RingLead Processing Program named Sync Lead to Salesforce

Name

Description This campaign will sync the new lead to Salesforce only after the Send Lead to RingLead campaign is completed successfully.

Sync Lead to Salesforce

Caution: This is only an example of a campaign.Your Marketo may not have a campaign to create new Salesforce Leads (Sync Lead to Salesforce)

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Program:

Name:

Description:

New Smart Campaign

RingLead Processing

Send Lead to Salesforce

This campaign will sync the new lead to Salesforce only after the Send Lead to RingLead campaign is comleted successfully.

*

CancelCreate

2) Click the Smart List tab for the Sync Lead to Salesforce Smart Campaign and Add a Trigger for Data Value Changes for Attribute: RingLead Status and Add a Constraint for New Value is True

3) Click the Flow tab for the Sync Lead to Salesforce Smart Campaign and Add a Flow Action for Sync Lead to Salesforce and choose your Assignment Rules




Add Constraint

Data Value Changes

Attribute:

New Value:

RingLead Status

is True

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4) Click the Schedule tab for the Sync Lead to Salesforce Smart Campaign and Activate the Smart Campaign




Assign To:

1 - Sync Lead to SFDC

-- Use Auto-Assignment Rules --

Add Choice




Smart List Mode:


Active

Triggered

Each lead can run through the flow once

Deactivate

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Some of your Marketo Campaign triggers may send new Marketo leads through the campaign flow steps before RingLead has merged duplicates. Below are examples of Campaign triggers:

For Marketo campaigns with any of the following flow steps, the 2 minute wait step needs to be added as the first step. This will prevent Marketo from creating a duplicate Salesforce Lead before RingLead has merged the Marketo duplicate.

For any Marketo Campaigns with the following Flow Steps:

Add the following Campaign Flow Step as the First Flow Step:

Marketo campaigns will now wait for RingLead to prevent duplicates before proceeding to Marketo campaign flow steps. This will prevent merged/deleted duplicates from flowing through the Marketo Campaign.

Marketo Smart Campaign with Various Flow Steps

Added to SFDC Campaign

Added to List

Filled out Form

Sync Lead to SFDC

Add to SFDC Campaign

Change Status in SFDC Campaign

Create Task

Change Owner

Wait 2 minutes

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Example #2 - Campaign with Various Flow Steps

Add a 2 minute Wait step as the first step in the flow:

Caution: The is only one example of what a campaign should look like.Your Marketo may not have campaigns with the following Flow Steps:

Sync Lead to SFDC

Add to SFDC Campaign

Change Status in SFDC Campaign

Duration:

1 - Wait

2 minute

View logs, test, and consider merging existing duplicates.

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Salesforce Tasks created by RingLeadRingLead Web-to-Lead can be configured to create Salesforce Tasks. Consider disabling each below:

Salesforce Contacts created by RingLead in existing AccountBefore configuring RingLead to create new Salesforce Contacts in matching Salesforce Accounts, a few changes need to be made to Salesforce, RingLead and Marketo. See Setup changes below.

Setup Changes for RingLead to create New Salesforce ContactsCreate New Salesforce Contacts in Matching Accounts for RingLead Marketo Integration

Challenge: When searching Salesforce Accounts to create a new Salesforce Contact (instead of a new Salesforce Lead), the new Contact created by RIngLead is not linked to the new Marketo lead.

Solution: RingLead can be configured to link the Marketo lead to the new Salesforce Contact by making a few setup changes to Salesforce, RingLead, and Marketo. This process will allow a duplicate Salesforce Lead and a duplicate Marketo lead to be created then immediately merging them in both Salesforce and Marketo.

Create a Salesforce Task for New Leads

Create a Salesforce Task for the Owner of the matching Lead

Create a Salesforce Task for New and Matching Contacts

Create a second Salesforce Task for New and Matching Contacts

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Salesforce Changes1. Create Custom Fields

Create two custom Contact fields (RLMKTO1 & RLMKTO2) and two custom Lead fields (RLMKTO1 & RLMKTO2).Salesforce Setup > Customize > Lead/Contact > Fields

Create two (2) Lead custom fields

Lead Custom Field Label: RLMKTO1Data Type: TextLength: 10Visible and Readable (NOT Read Only) for both Marketo and RingLead User Profiles. Field does NOT need to be on page layout.

Lead Custom Field Label: RLMKTO2Data Type: TextLength: 10CHECK AS EXTERNAL IDVisible and Readable (NOT Read Only) for both Marketo and RingLead User Profiles. Field does NOT need to be on page layout.

Create two (2) Contact custom fields

Contact Custom Field Label: RLMKTO1Data Type: TextLength: 10Visible and Readable (NOT Read Only) for both Marketo and RingLead User Profiles. Field does NOT need to be on page layout.

Contact Custom Field Label: RLMKTO2Data Type: TextLength: 10CHECK AS EXTERNAL IDVisible and Readable (NOT Read Only) for both Marketo and RingLead User Profiles. Field does NOT need to be on page layout.

i

i

RLMKT01

10

RMLKT01

Field Label

Length

Field Name

Please enter the maximum length for a text field below.

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2. Map fields in SFDC Lead Convert

Salesforce Setup > Customized > Lead > Fields > click "Map Lead Fields" button

Map both RLMKTO1 and RLMKTO2 fields.

Lead Custom Fields & Relationships Map Lead Fields Field DependenciesNew

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RingLead ChangesMake two configuration changes to Unique Web-to-Lead.

1. Enable RingLead Match by ID for the new field (RLMKTO2) created in Salesforce.

For "Match by Unique Field" select the following field from the drop down for Match by ID:RLMKTO2 - currently, this field is set to: RLMKTO2_test1__c.

Change Match by Unique FieldClick Save and close popup window.

2. Configure actions for updating fields

Scroll to the two new custom fields and map them to the appropriate Contact field. The Contact field is the second drop down column. Set the Field Action for both rows to "Overwrite"

Configure actions for updating fields

Match by Salesforce IDIf a Lead ID or Contact ID is submitted as a value in your web form, RingLead will match the record in Salesforce. If no value is submitted, RingLead will attempt to find a matching Contact, Lead and/or Account. Learn moreMatch by a Unique Salesforce Contact/Lead Custom FieldIf a value in the custom field below is submitted in your web form, RingLead will match by this unique ID. If no value is submitted, RingLead will attempt to find a matching Contact, Lead and/or Account. Learn more

Select a Salesforce Lead custom field (a Contact custom field with the same field name must exist in Salesforce):

RLMKT02

Match by Unique Field (options for online registration websites)

No field selected RLMKT01RLMKT01

No field selected RLMKT02

Overwrite

OverwriteRLMKT02

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Marketo ChangesAdd a flow step and include two new fields in the Webhook.

NOTICES: 1. NOTE: If field "RLMKTO2" below is unavailable, wait 5-10 minutes for Salesforce Sync to create a Marketo custom field . 2. If the field is not available after 10 minutes, confirm the Salesforce User for Marketo has permissions to view these fields in Salesforce setup.

Add new flow step "Change Data Value" before RingLead Webhook:

Attribute: RLMKTO2Value: {{lead.id}}

Build and append the full string in step 4 below to the RingLead Webhook Template Payload.

1. First, you will need to get the Salesforce ID for the first custom Lead field:

In Salesforce, navigate to Setup > Customize > Leads > Fields

Click RLMKTO1 in the Custom Lead Field section and copy the Salesforce ID (ex "00N3000000000000") from the browser address.

Example below:https://na1.salesforce.com/00N3000000000000

Copy this Salesforce ID (ex "00N3000000000000") and replace in next step below.

2. Prepare the string below to be pasted into Marketo (be sure to change the Salesforce ID to the correct ID obtained from the previous step) Example below:

&00N3000000000000={{lead.RLMKTO2}}&SalesforceID={{lead.RLMKTO1}}NOTE: The Salesforce ID above (00N3000000000000) is only an example.

3. Prepare the Lead Converted Status and Salesforce Contact ID to append to the string to be pasted into Marketo.

NOTE: "Qualified" is the default Salesforce Lead Status 'converted' option. Confirm this is the correct Lead Status in Salesforce:

In Salesforce navigate to Setup > Customize > Leads > Fields > Lead Status

Attribute:

6 - Change Data Value

RLMKT02 New Value: {{lead.id}}

Add Choice

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Only use a value with the "Converted" checkbox checked. The default Converted Lead Status is "Qualified":

&convertedStatus=QualifiedNOTE: The Lead Status above (Qualified) is only an example.

4. Finally, paste the entire string to append to the RingLead Webhook Payload Template. Example below:

Marketo > Admin > Webhooks > RingLead Webhook

&00N3000000000000={{lead.RLMKTO2}}&SalesforceID={{lead.RLMKTO1}}&convertedStatus=Qualified

NOTICE: The Salesforce sync to Marketo can take 5-10 minutes resulting in the temporary duplicate Salesforce Lead not being merged/deleted during this brief delay. Consider assigning these to a Salesforce Queue.

Marketo temporary leads are first created by RingLead in Salesforce then the SFDC Sync creates the Marketo lead linked to the New Contact:

CAUTION: Do any of your Smart Lists have the following trigger?

Lead is Created with

Constraint "Original Source Type" set to "is not salesforce.com"

or Constraint "Original Source Type" set to "is salesforce.com"

Be sure the RingLead Web-to-Lead Webhook is called for Marketo leads with Original Source of "salesforce.com".

{{lead.Country}}&salutation={{lead.Salutation}}&title={{lead.Job Title}}&mobile={{lead.Mobile Phone Number}}&fax={{company.Industry}}&oid=00D300000007gWc&RL_marketo=merge&RL_marketoID={{lead.id}}&RL_new_lead=disable&retURL+SFDCID_returnError&00Na00000002hDbh={{lead.RLMKT02}}&SalesforceID={{lead.RLMKT01}}&convertedStatus=Qualified

Insert tokenTemplate:

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Send Lead to SFDC - for Contact Creation in Matching AccountsTo assure that the Marketo Lead is sent to Salesforce before the new Contact RingLead created in Salesforce has sync’d back to Marketo, an additional Smart Campaign should be added to the RingLead Processing Program.

1. Name the Smart Campaign “Send Lead to SFDC”2. Smart List Trigger “Data Value Changes” for Attribute: RingLead Status. Add a Constraint for New Value is True3. Flow step is “Sync Lead to SFDC”4. Schedule to run through once.5. Activate the Smart Campaign

1) Create a New Smart Campaign in the RingLead Processing Program named Sync Lead to Salesforce

Name

Description This campaign will sync the new lead to Salesforce only after the Send Lead to RingLead campaign is completed successfully.

Sync Lead to Salesforce

Program:

Name:

Description:

New Smart Campaign

RingLead Processing

Send Lead to Salesforce

This campaign will sync the new lead to Salesforce only after the Send Lead to RingLead campaign is completed successfully.

*

CancelCreate

2) Click the Smart List tab for the Sync Lead to Salesforce Smart Campaign and Add a Trigger for Data Value Changes for Attribute: RingLead Status and Add a Constraint for New Value is True

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3) Click the Flow tab for the Sync Lead to Salesforce Smart Campaign and Add a Flow Action for Sync Lead to Salesforce and choose your Assignment Rules




Add Constraint

Data Value Changes

Attribute:

New Value:

RingLead Status

is True

4) Click the Schedule tab for the Sync Lead to Salesforce Smart Campaign and Activate the Smart Campaign




Assign To:

1 - Sync Lead to SFDC

-- Use Auto-Assignment Rules --

Add Choice




Smart List Mode:


Active

Triggered

Each lead can run through the flow once

Deactivate

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View Logs in RingLead and MarketoRingLead logs will include both the Salesforce ID for matching Leads or Contacts and the Marketo ID for the Marketo lead processed by the Webhook.Marketo lead activity logs will log an error for a merged Marketo prospect. This is normal and occurs because the duplicate Marketo prospect flows through the RingLead webhook which merges and deletes this Marketo prospect. Logging the completion of the webhook activity creates an error by Marketo since the prospect has just been deleted.

Test RingLead WebhookTesting can be challenging especially when duplicates currently exist in Salesforce and/or Marketo. See "Clean Up" below to quickly merge Marketo and Salesforce duplicates. When testing, be sure RingLead does not match a duplicate instead of the record you expect RingLead to match.

Confirm duplicates are prevented by following the steps below. If you need help, Contact Support.

Matching Salesforce Lead / Contact:Enter the same First and Last name, Company name, Phone and Email Domain (i.e. "@ringlead.com") to be certain RingLead is 100% sure it is not a mismatch. Not all these fields are required, but using them will make testing easier.

Submit a Marketo web form or upload a list in Marketo to create a new Marketo lead which will be sent to RingLead Webhook.

If you would like to limit or specify the number of Leads for testing, you can use an "Added to List" trigger. Then, add the Marketo lead to the list to trigger the RingLead Webhook call (if the Marketo lead is already added to the list, they must be "removed from list" first.)

New Salesforce Contact in matching Account:Enter the same Company name, Phone and the Email Domain that matches the Account Website field (i.e. Email "[email protected]" will match Account Website domain "ringlead.com") to be certain RingLead is 100% sure it is not a mismatch. Not all these fields are required, but using these will make testing easier.

Matching Salesforce Lead / Contact: Confirm there is only one record in each for the test. Search by First and Last name, not just email address.

New Salesforce Contact in matching Accounts: Confirm there is only one existing Salesforce Account.

2. Confirm the new Marketo lead was created and the Marketo activity logs indicates it was sent to the RingLead Webhook to find a duplicate BEFORE a duplicate Salesforce Lead is created by any of the following

1. Create a Marketo lead

Before testing, search Salesforce and Marketo for -

Sync Lead to SFDCAdd to SFDC CampaignChange Status in SFDC CampaignCreate TaskChange Owner

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3. For new Salesforce Contacts in matching Accounts (RingLead "Search Accounts" is enabled):

The Marketo lead will be synced to Salesforce, but first RingLead will create a Lead and instantly convert it to a new Contact.

Confirm Salesforce temporary Lead is created in Salesforce. This will be merged with the Salesforce Contact in 1 to 10 minutes. If the Salesforce Lead is not created, check Marketo to be sure new Marketo leads (flagged as RingLead Status = True) are sync’ed to Salesforce.

After 1 to 10 minutes, the Salesforce sync will clean up the temporary Salesforce Lead. The Salesforce sync creates a temporary Marketo lead synced to the Salesforce Contact. You can check the status of the Marketo Salesforce sync by logging into Marketo and clicking "Salesforce" in Marketo Setup > Integration.

If necessary, add an additional Smart Campaign to the RingLead Program to include a trigger of “Data Value Changes” with attribute RingLead Status set to “True”. The Flow step should be “Sync Lead to SFDC”. Activate it with schedule set to “Run every time”.

Confirm the new Marketo lead is synced to the existing Salesforce Lead or Contact: See "SFDC ID" in the "Lead Info" tab. If the existing Salesforce Lead or Contact was already synced to a Marketo lead, the new duplicate Marketo lead created is merged with the original Marketo lead.

If it is not synced to the existing Salesforce Lead or Contact, view the Marketo Activity Log to confirm it was sent through RingLead BEFORE synced to Salesforce.

If the two Marketo leads and the Salesforce Lead and Contact are not merged, check the following:

1. Are the RLMKTO1 and RLMKTO2 Salesforce Lead/Contact fields visible by the RingLead Salesforce User?2. Are the RLMKTO1 and RLMKTO2 Salesforce Lead Fields mapped in Salesforce Setup > Lead > Fields > Field Mapping?3. Are the RLMKTO1 and RLMKTO2 fields mapped in RingLead Field Actions, and set to “Overwrite”?4. Are RLMKTO2 on Lead and Contact set to External ID in Salesforce?

4. Confirm the Marketo lead and Salesforce Lead / Contact are updated and linked:

Matching Salesforce Lead / Contact:

Search by email in Marketo for the new lead.

If a second Marketo lead exists, it will be sent to RingLead via the webhook for RingLead to merge and link to the Salesforce Contact. This should occur immediately, but if it does not, check the Marketo Campaign "Send Lead to RingLead" to determine why the Marketo lead was not sent to the RingLead webhook. Also, check the Activity Logs for both Marketo leads to confirm it was sent through RingLead BEFORE synced to Salesforce.

New Salesforce Contact in matching Account:

Confirm the new Marketo lead is synced to the new Salesforce Lead: See "SFDC ID" in the "Lead Info" tab. Search Salesforce for the new Lead. If the new Salesforce Lead was not created, view the Marketo Activity Log to confirm it was synced to Salesforce.

New Salesforce Lead:

[email protected]


www.ringlead.com

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Search Options - Match and update Salesforce for each web form submitted

Search for an existing ContactOptions for updating an existing Contact matched are available below in the “Map and Update Fields” section.

Web form action URL for your web form:https://salesforce.ringlead.com/cgi-bin/4570/1/dedup.pl

Search for an existing LeadOptions for updating an existing Lead matched are available below in the “Map and Update Fields” section.

Search for an existing Account

Search Person Accounts

If an Account exists from the same company, a new Contact will be created in the matching Account instead of a new Lead. The contact will be owned by the Account owner. Learn how to create and convert a Lead for an existing Account

Learn how to configure Declone Web-to-Lead: Declone Web-to-Lead Advanced Options Guide

Declone Web-to-Lead configuration settings for web form script: Declone Web-to-Lead Script (1)

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Clean Up All Marketo "Possible Duplicates"Now is a good time to consider using the Webhook to clean up all Marketo "Possible Duplicates."

Login to Marketo > Lead Database > Possible Duplicates > LeadsCombining the steps below with RingLead Data Cleanse application, all Marketo possible duplicates can be merged. If only one Marketo lead within a duplicate group in the possible duplicates list has a Salesforce ID, the steps below will merge the duplicates in Marketo. If more than one Marketo lead in a group of possible duplicates have Salesforce IDs, the RingLead Data Cleansing will merge duplicates in Salesforce. Marketo synch will then merge the Marketo duplicates.Learn More:

Read the Case Study: GrabCad "No more duplicates in Marketo! BOOM!"RingLead Data Cleansing: Merge Salesforce Duplicates[Marketo Best Practices: Sync All Marketo Leads to Salesforce and use Salesforce Queues]

The Marketo lead will be synced to Salesforce. It will be created as a Lead and instantly converted to a new Contact. To prevent the Lead from

Wait about 10 minutes for the Salesforce sync to clean up the temporary Salesforce Lead. You can check the status of the Marketo Salesforce sync by logging into Marketo and clicking "Salesforce" in Marketo Setup > Integration.

NOTE: If you have the “Create Contacts on Matching Accounts” feature setup up, and see blank leads being created in Salesforce, make sure that you have enabled the Search Accounts checkbox in the RingLead Web-to-Lead UI:

[email protected]


www.ringlead.com

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Complete the following steps to merge all Marketo Possible Duplicates:

If possible duplicates remain in Marketo, use RingLead Data Cleansing to merge the duplicates in Salesforce. Marketo synch will then merge the Marketo duplicates.

1. Login to Marketo and Create a New List (NOT a Smart List) named RingLead Dedupe List

2. Create a New Campaign

3. Go to Lead Database > Possible Duplicates > Leads

4. Click "Select All"

5. Go to Lead Actions > Marketing > Add to List

6. Select the List created in step 1 (RingLead Dedupe List)

Smart List "Added to List"

Set List Name to RingLead Dedupe List

Add one Flow step to Call Webhook "RingLead Web-to-Lead"

Congratulations!

Your configuration of the Marketo RingLead Integration is complete.Now every time a new lead is created in Marketo, the RingLead Processing Program will prevent duplicates in

Salesforce and Marketo.

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