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May 22, 2018
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Imported List & New Leads

  • May 22, 2018
  • 1 reply
  • 3783 views

Hello,

I am new to Marketo. We imported our untapped lead list into Marketo and sent out an Email Campaign that leads to our web form.

The issue is, since the list is imported, anyone who fills out the form from the list, does not come in as a new contact. (through Marketo or into Dynamics)

Is there a way to set this up to have anyone who fills out a web form (regardless is they are in the system or not) to come into Marketo as a 'New Lead" and synced up to Dynamics CRM as a 'New Lead"?

Thank you!

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Best answer by Grégoire_Miche2

That's what I was thinking as well. It seems that theres some disconnect between Dynamics and Marketo that's not picking up the dupe.


Hi Bruce,

Those are 2 sync'ed records, so you cannot merge them in Marketo, only in Dynamics.

Check that the email address has not been changed after the import on one of the records. This often explains duplicates that should not be there.

Also, if you have some sync filters in place, check in MSD that one of the records does not have the SyncToMkto field unchecked, which would prevent the merge in Dynamics to automatically reflect in Marketo.

-Greg

1 reply

Grégoire_Miche2
New Participant
May 22, 2018

Hi Bruce,

This is neither possible, nor a good idea as if you have a new lead, it would also mean you have a duplicate

Furthermore, the MS Dynamics connector does not enable you to push a lead again if it already exists as a lead or a contact.

-Greg

May 22, 2018

Thank you Greg, since that is the case, why won't Marketo let me merge duplicate contacts together when there's no dupes in Dynamics?

Dan_Stevens_
New Participant
May 22, 2018

Bruce - if the record does not include "Microsoft Type" is CONTACT or LEAD, you should be able to merge the records directly in Marketo.  But when they also exist in MSD, you must dedupe in MSD: