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katy1
katy1
New Participant
May 3, 2023
Solved

SFDC to Marketo Sync

  • May 3, 2023
  • 1 reply
  • 1936 views

Hello,

 

I had a question about the SFDC and Marketo sync and how it handles duplicates. What would happen if person A is created in Marketo and is never synced with SFDC. Some time later,  person A is created in SFDC as the result of an import and is included in the normal SFDC to marketo sync. Would there be a match found between the two person A records? In this scenario they would be matching on email address. 

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Best answer by ChristianeRo1

In this situation, provided you're using the out-of-the-box setup, you will have two records. Your CRM will push the person record over and will not merge a duplicate.

 

Now, with the reverse, if the lead is pushed from your CRM, and then someone fills out a form, Marketo will search for the contact and should not create a duplicate record.

 

Here's some additional information on working with duplicates.

 

 

1 reply

C
ChristianeRo1Accepted solution
Community Manager
May 3, 2023

In this situation, provided you're using the out-of-the-box setup, you will have two records. Your CRM will push the person record over and will not merge a duplicate.

 

Now, with the reverse, if the lead is pushed from your CRM, and then someone fills out a form, Marketo will search for the contact and should not create a duplicate record.

 

Here's some additional information on working with duplicates.

 

 

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    May 4, 2023

    Agreed, in the case there are non-connected records in the systems, those won't get synced/connected on their own - rather given that the sync user has access to the person record in the CRM, a new record will get created in Marketo from CRM. In this case, you'd have to merge the existing Marketo-only and the newly synced record from the CRM. FYR, Marketo only records don't get created in CRM automatically, it needs to be explicitly/implicitly synced to the CRM. However, records in the CRM that the sync user can see get automatically created using the native sync functionality.

     

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