Marketo + Salesforce Essentials

Create Salesforce Essentials records for new Marketo leads

Efficiently manage your new leads from Marketo by creating records in Salesforce Essentials with this seamless workflow. As soon as a new lead is added in Marketo, a corresponding record will be created in Salesforce Essentials, ensuring your sales team stays up-to-date and can effectively track their potential clients. No more manual data entry or missed opportunities – streamline your lead management process with this automation.

Efficiently manage your new leads from Marketo by creating records in Salesforce Essentials with this seamless workflow. As soon as a new lead is added in Marketo, a corresponding record will be created in Salesforce Essentials, ensuring your sales team stays up-to-date and can effectively track their potential clients. No more manual data entry or missed opportunities – streamline your lead management process with this automation.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

    • Zap Id

    • Program ContextRequired

    • Campaign ContextRequired

    • Program ContextRequired

    • Program Member ContextRequired

    Trigger
    Instant
    Try It
    • ListRequired

    • LeadRequired

    Action
    Write
    • Partition

    Action
    Write
marketo logo
marketo logo

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.
Learn more

Related categories

  • Marketing Automation

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salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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