CRM SYNC

Important changes are in progress with the Marketo-Salesforce sync! When the configuration change happens, certain data will stop syncing between Marketo and Salesforce. Review the changes and timeline, and see what actions to take, here.

Basic

Use your existing customer database with Marketo. Watch an overview of how CRM sync works.

Intermediate

Using Salesforce? Review how Salesforce syncs with Marketo.

Manage how leads are assigned in your CRM. Learn how to use a flow-action to change an existing lead’s owner.

Advanced

Drill down to the specifics of Salesforce and Microsoft Dynamic sync: SFDC Sync and Microsoft Dynamic Sync.