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ericgarcia-2
New Participant
August 11, 2022
Solved

How to prevent the same lead to use a different email address

  • August 11, 2022
  • 1 reply
  • 1274 views

Hey everyone,

 

I am hoping to get some help on this issue. If anyone has encountered this before and has figured out a way please let me know. The issue I am having is that a lead will submit their contact information twice with the same name, phone number but a different email address. Example below: 

Marketo pushed both of them into SF, I know marketo looks at email only. Is there a way to solve this issue? I am fairly new to Marketo so any help would be great!

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    Best answer by SanfordWhiteman

    First, that’s not even the same phone number (from a string standpoint)! It could be normalized to the same string by removing punctuation, but right now they’re not the same.

     

    If you want to dedupe and merge on a Phone field, it’s possible with the assistance of a custom webhook.

     

    • create a custom Phone field (because the system Phone field can’t be used directly)
    • add a triggered Smart Campaign to mirror the Phone to Searchable Phone
    • call the webhook whenever someone is created
    • webhook loops back using the Marketo Get Leads REST API endpoint to find a matching person, then calls the Marketo Merge Leads endpoint

     

    Note you must do this before both are in SFDC. Marketo can merge one SFDC-Marketo synced person and one Marketo-only person. But not two synced persons.

    1 reply

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    New Participant
    August 11, 2022

    First, that’s not even the same phone number (from a string standpoint)! It could be normalized to the same string by removing punctuation, but right now they’re not the same.

     

    If you want to dedupe and merge on a Phone field, it’s possible with the assistance of a custom webhook.

     

    • create a custom Phone field (because the system Phone field can’t be used directly)
    • add a triggered Smart Campaign to mirror the Phone to Searchable Phone
    • call the webhook whenever someone is created
    • webhook loops back using the Marketo Get Leads REST API endpoint to find a matching person, then calls the Marketo Merge Leads endpoint

     

    Note you must do this before both are in SFDC. Marketo can merge one SFDC-Marketo synced person and one Marketo-only person. But not two synced persons.

      E
      ericgarcia-2Author
      New Participant
      August 12, 2022

      I am going to try this out! Thank you! 

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