Marketo trying to sync converted leads in Salesforce but failing - how to fix it? | Community
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M
Marika
New Participant
May 4, 2022
Question

Marketo trying to sync converted leads in Salesforce but failing - how to fix it?

  • May 4, 2022
  • 1 reply
  • 1216 views

How can we solve the issue that Marketo is trying to update a lead that has been converted earlier in Salesforce and now, later when the lead is acting again interested for example in another product, in the flow step of "Sync to SF" we get an error message saying "Failed: the record is filtered in sfdc - xxx" where xxx=SF ID.

 

The thing is, we actually don't want the converted leads to be updated; rather to create a new lead for Sales if the old one is converted. It is obvious that some of the leads will be converted and in the future they might be interesting leads again, so we need to find some kind of solution to this.

 

We used to use Webhooks to send the leads over to SFDC but as we have lately started using the native integration we are experiencing this issue and now the Sales won't get any updated information of the lead as the data is stuck in Marketo. Is there a way to create a new lead record if the old one is converted? Or is there other work-around how this issue could be solved? If anyone else is/has been experiencing the same, we would appreciate your solutions to this!

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1 reply

Darshil_Shah1
Darshil_Shah1
Community Manager
May 4, 2022

I am not a fan of creating purposeful duplicate records and recommend my clients to be wary of same. However, if you assign a contact record to a queue, the native sync would create a duplicate lead record in SFDC as queues can only hold leads records. However there are many implications of working with duplicate leads in both the systems and you should consider avoiding it if possible. You could easily end up with quite a lot of duplicates in both systems down the road.

The filtering error that you see generally occurs when there is a custom sync filter setup, and the field value controlling the sync is causing the sync to fail (i.e., Sync to Marketo field is un-checked).

 

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