How to prevent certain leads from syncing with Salesforce CRMSOLVE
Aug 20, 2019 1:04 PM
Hoping you could give some guidance to establish a solid criteria for excluding certain leads to sync over into Salesforce.
Use Case: We have a list of leads from an event. We have partial information on them (some missing important info like phone, job titles). They are not dully qualified to speak with sales, so we want to nurture them and then for those who engage with our content and we acquire more information from them, we would then sync them to salesforce.
I've read the documentation on Salesforce inclusion lists. And from what I understand, I need to build an inclusion list which includes any contacts I want to sync over to SF. Any contacts who aren't on this list would not sync to SF.
Question: Is there away to do just the opposite. I'd imagine that would be much simpler, to segment certain contacts i don't want to sync?
Question 2: If I create an inclusion list and add them to the Salesforce integration, what would happen to all existing contacts? What ripple affects would impact these contact records?
Is there a list criteria you'd recommend using based on the use case. Like would using a contact records Lifecycle Stage be most effective.
Solved! Go to Solution.