This presentation gives an overview of how the RingLead Webhooks integration prevents duplicates in Marketo and Salesforce.com. For more information, visit the Marketo integration page on our website: ringlead.com/marketo-integration
2. RingLead has been a Salesforce ISV Partner since 2004, and has helped to solve the data quality
problems of large corporations as well as small businesses across the globe.
4. The Problem with Web Form Data
This Fortune 1000 firm would have had 71% of web form submissions
created as duplicates in Salesforce had they not been RingLead customers.
5. Why RingLead + Marketo?
Marketo uses e-mail address as the unique identifier.
Why is that a problem for Marketo users?
don@sterling-cooper.com
d.draper@sterling-cooper.com
don.draper8@gmail.com
To Marketo, these are
three different records.
To RingLead, this is one record.
6. Why RingLead + Marketo?
Relying on Marketo’s standard deduplication functionality, which
matches duplicates based on exact-match email address alone,
has the potential to allow many duplicate Leads/Contacts into
Salesforce & Marketo. Today’s marketing landscape includes
multiple data entry points which are tied to various prospect
touch-points, including whitepaper downloads, free trial signup
pages, contest entry forms and more.
8. Why are Duplicates in Marketo a Problem?
Inaccurate Lead Scoring
In the example above, the Lead Scoring points that are associated
with a whitepaper download would be associated with a new lead,
joe.prospect2@gmail.com. Those Lead Scoring points should have
been associated with the original record in the system,
joe@ABCompany.com.
This will equate to hot leads being left behind in Marketo and not
being distributed to your sales reps for follow up.
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9. For more, read Three Ways that Duplicates Affect Your Marketing Metrics on the RingLead blog.
Decreased Open Rates
Using the same scenario as before, you will be sending emails to
both of these records, joe@ABCompany.com and joe.
prospect2@gmail.com.
It’s likely that an email open will register with only one of these
records since Joe Prospect will probably only open one of these
emails.
Why are Duplicates in Marketo a Problem?
10. For more, read Three Ways that Duplicates Affect Your Marketing Metrics on the RingLead blog.
Increased Cost of Marketo
A key component of your Marketo license is based on the size of
your database; in other words, duplicates are piling up in your
Marketo database and costing you money!
Why are Duplicates in Marketo a Problem?
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11. The RingLead Integration
The Only Solution That Can Remove and Prevent
Duplicates in BOTH Salesforce and Marketo!
● Easy initial setup in RingLead and Marketo
● Easily integrate into global program or local programs via
Marketo webhooks
● Free with RingLead Unique Web-to-Lead Subscription
12. Duplicate Removal Program
With the RingLead integration for Marketo, you can send all possible duplicates through
the RingLead webhook and merge all possible duplicate records quickly and easily, all
leveraging our built-in duplicate detection algorithm. To get started, create a new List.
13. Duplicate Removal Program
Create a new program in Marketo where the Smart List Trigger is Added to List and the
List Name is set to the one that you created in the previous step. The only Flow step
should be to call the RingLead Web-to-Lead webhook.
Smart List
Flow
Choose the Added to List
trigger that you
Post to the RingLead Web-to-Lead
webhook and RingLead will merge the
records in question according to your
settings.
15. Duplicate Prevention Program
By creating a RingLead Processing program in Marketo, all Leads will flow through the
RingLead webhook when they are created.
Web Form
List Import
API
17. Flexible Merge Options
● Find existing Contacts to append.
● Find an existing Account and attach a new Contact.
● Find existing Leads to append.
● Create a new Lead record only as last resort.
● Set Update Options on a Field-by-Field Basis
18. *A one-time setup fee may apply
Get Started!
Speak with someone from our team
to set up a free trial or to schedule
a demo.