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Jenn_DiMaria2
New Participant
March 16, 2017
Solved

Marketo Sync Converting Leads to Contacts

  • March 16, 2017
  • 1 reply
  • 3322 views

Does anyone have experience with the Marketo Sync user mysteriously converting leads to contacts SFDC?

The conversion is assigned to Marketo Sync, but there wasn't anything happening in Marketo to have triggered this. Could something else be going on?

Thanks in advance

Jenn

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Best answer by Grégoire_Miche2

Hi Jenn,

This quite weird. Usually, triggering a conversion from Marketo is difficult as many mandatory infos are missing and it fails... ANd using the "convert lead" is not a good idea because the most basic options are not available (create an opportunity upon conversion, merge with an existing account or create a new one, ...)

Possible causes:

  • Some triggers or process builders in SFDC fire and perform the conversion
  • You have implemented a dedupe tool such as Ring Lead that can automatically convert leads if they are duplicates with a contact
  • Someone else, a human, has in fact converted the leads and did not tell you

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
March 16, 2017

Hi Jenn,

This quite weird. Usually, triggering a conversion from Marketo is difficult as many mandatory infos are missing and it fails... ANd using the "convert lead" is not a good idea because the most basic options are not available (create an opportunity upon conversion, merge with an existing account or create a new one, ...)

Possible causes:

  • Some triggers or process builders in SFDC fire and perform the conversion
  • You have implemented a dedupe tool such as Ring Lead that can automatically convert leads if they are duplicates with a contact
  • Someone else, a human, has in fact converted the leads and did not tell you

-Greg

Jenn_DiMaria2
New Participant
March 17, 2017

Hey, Greg!

Thanks so much for your help. This led me to check in on DupeCatcher and it's being run through the Marketo Sync user, which would explain why the conversions appear to be happening through Marketo. Not sure if I've solved it, but your reply definitely helped me narrow it down

Have a great weekend!

New Participant
May 3, 2022

Hey! Any update here? Years later lol