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Use Lead Scoring in Salesforce to change marketing lead status

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  • Official comment
    Bryce Eklund Act-On Team

    Hi Veronica! I think you're on the right track with your automated program idea — if "marketing lead status" is a campaign status field, you should be able to simply use the "Add to CRM" step and specify the status you'd like to set. 

    However, if this is not a campaign field, you may be able to use the "Create in CRM" step with a configuration like this: 

    The downside, of course, is that you may not be able to update existing records with that field, however you may be able to specify a de-dupe merge workflow within Salesforce once the new records are created. Don't hesitate to reach out if you're still having trouble with this!

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