In this new section of the Marketing Rockstar’s Guide to Marketo, I show you how to use Data.com to automatically update leads. The Enrich with Data.com flow action is designed to help you construct a lead profile more quickly for your hungry lead qualification reps.
There are some limitations, however. First, the flow action will update the entire Lead no matter what you want it to update. Second, Data.com may be unable to find a good match.
Here’s the short version:
- Get a Jigsaw.com account.
- Add this account to Marketo: Admin > Data.com
- Create a new campaign.
- Use the smart list to pull leads who are missing key contact info.
- Add Flow Step: Enrich with Data.com = True
- Run Once.
If you want to setup an automatic campaign, you can, but read the Guide chapter to learn how to do this the right way, so your precious data isn’t overwritten.
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This is a great guide!
Can you please explain how to “Add Flow Step: Enrich with Data.com = True”?
I don’t see this in Marketo’s list of Flow Actions. Where can I find this?
Thanks!
Here is a screenshot of the flow I have set up
Thanks!
This should be an option under the Flow section. If you don’t have it, it may not be available for Spark or non Data.com users. Check your Admin settings.
That’s just going to Change Data Value for Annual Revenue. Spark doesn’t have Data.com connector apparently, so you can’t use Data.com.
Thanks for the quick reply Josh! Is there another way to get this information for Spark?
I don’t think you can use Marketo Spark to auto-update any data like the way the Data.com connector does it. You should get InsideView, ZoomInfo, or Hoover’s for Salesforce where you can do auto updating in SFDC.