Salesforce mass converting leads to contacts in Marketo | Community
Skip to main content
New Participant
September 12, 2023
Solved

Salesforce mass converting leads to contacts in Marketo

  • September 12, 2023
  • 1 reply
  • 1365 views

Is this possible? 

 

Options to do this from the Marketo side? Is there a tool that can manage that for us? Thank you!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Darshil_Shah1

As you'd probably know Marketo allows converting people via the "Convert Person" flow step. But, let's take a step back and understand why you want to convert lead records to contact records from Marketo. Converting a person in Marketo will result in a new account and opportunity in Salesforce. Almost, in all cases, I don't see a lot of merit in having a new account and opportunity records getting created in SFDC on converting a lead record. Please note that even if you're able to convert lead records in bulk from Marketo, this would not change, you'd still end up with a dedicated account and opportunity records for each converted record in Salesforce.

 

1 reply

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
September 12, 2023

As you'd probably know Marketo allows converting people via the "Convert Person" flow step. But, let's take a step back and understand why you want to convert lead records to contact records from Marketo. Converting a person in Marketo will result in a new account and opportunity in Salesforce. Almost, in all cases, I don't see a lot of merit in having a new account and opportunity records getting created in SFDC on converting a lead record. Please note that even if you're able to convert lead records in bulk from Marketo, this would not change, you'd still end up with a dedicated account and opportunity records for each converted record in Salesforce.