Marketo + Salesforce

Add new Marketo leads as Salesforce contacts

When this happens
Step 1: New Lead
Then do this
Step 2: Create Record

Marketo runs your outreach, but you also need the power of Salesforce for your business processes. Set up this automation, and you'll never have to copy information between them again. It will respond to every new lead you add on Marketo, copying every detail you need over to Salesforce as a new contact. You'll never be missing a name again.

How this Marketo-Salesforce integration works

A new lead is added to Marketo
Zapier automatically creates a contact for them on Salesforce

Apps involved

Marketo
Salesforce

Try this template

Supported triggers and actions

What does this mean?

New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Add Lead to List
Adds a lead to a list.
Action
Write
Create or Update Lead
Creates or Updates a lead.
Action
Write
Find Lead
Finds a lead whose e-mail address matches the search criteria.
Action
Search
Find or Create Lead
Finds or creates a specific search lead.
Action
Search or write

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled

Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Scheduled

Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action