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Converting Lead to a Contact

Forum|Forum|7 years ago
November 6, 2018
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Does converting a record from Lead to a Contact creates a duplicate in Marketo? Will Marketo consider it as a new record?

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Best answer by falvares

Thanks Ankit,

By default conversions in SFDC, converting a lead to contact should not be creating new leads in Marketo. Please refer to SFDC Sync: Converting a Lead into a Contact in Salesforce - Marketo Docs - Product Documentation for the 3 different scenarios and the end results on the conversion process.

If you are identifying that new leads are being created in Marketo, please see if you have custom conversion rules in place in SFDC.

Hope this helps

Floyd

S

SaraUn1

New Participant

In our Marketo instance, when a lead is converted to a contact in SFDC, a new record is created in marketo for the contact and the lead record is then deleted after it is fully synced/merged/converted and the history shows.

Also, the conversion process makes our records get removed from SFDC campaigns as the lead and re-added as the contact and they will run through our trigger campaigns that are listening for people added to a SFDC campaign which negatively affects this.

Kristina_Jobert

New Participant

This is interesting, Sara.

In our instance, when a new person hits our database, the lead is converted as a contact in Salesforce and then the lead record in Marketo's status changes to Converted. Ideally we would only want one record instead of the two (the converted contact). This doesn't happen all the time but it does happen on occasion. So because of this, we see cases we get dupes in our instance with the original lead record that converted in Salesforce but failed to notice the contact in Marketo and the original lead record.

As far as SFDC campaigns, we have been seeing that there are more campaign members in the Marketo program versus the Salesforce campaign and this looks troubling to some of our teams. Can you recommend a way to have the two mirror one another or is this a timing error?

@Rajesh Talele @

Grégoire_Miche2

New Participant

Again, this is not standard. The SFDC conversion is supposed to be handled seamlessly by Marketo. The issue is either in the SFDC process itself (some customization) or in the rights.

Also check you do not have an issue with some sync filters that do not propagate correctly from the lead to the contact.

-Greg

Grégoire_Miche2

New Participant

Floyd and Sonali's answers are correct.

If you observe duplicate creation, it means something is broken in your lead conversion process. Check to start that you are using a standard conversion process.

-Greg

Sonali_Jadeja3

New Participant

I don't believe it should create duplicates in Marketo. Lead record would just be updated and SFDC type would change from lead to contact in this case.

F

falvares

Employee

Hi Ankit,

What CRM are you referring to?

Floyd

A

AnkitDu3Author

New Participant

Hi Floyd, this will be salesforce.

F

falvaresAccepted solution

Employee

Thanks Ankit,

By default conversions in SFDC, converting a lead to contact should not be creating new leads in Marketo. Please refer to SFDC Sync: Converting a Lead into a Contact in Salesforce - Marketo Docs - Product Documentation for the 3 different scenarios and the end results on the conversion process.

If you are identifying that new leads are being created in Marketo, please see if you have custom conversion rules in place in SFDC.

Hope this helps

Floyd

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