Rebecca - I know this post is quite old now, but I'm curious to know what you ended up doing here. I'm running into a similar problem as we are implementing Lead Method, which will be integrated with SFDC. Lead Method and SFDC are set up great to route new LEADS to our salespeople and/or external reps/distributors. However, it's not as streamlined for CONTACTS. One proposed solution for dealing with CONTACTS who reach MQL was to create a new LEAD if a CONTACT went MQL. Then, our sales team would convert the LEAD to an opportunity, which triggers Lead Method to act, and merge to the existing CONTACT. Clearly there is a duplicate records issue here at least temporarily. Needless to say, I'm not thrilled about this idea, but wondering if you learned something along the way that could help us. Any insight is much appreciated.
Hi Jay- i have the same answer too and will re-ask it to the community to see if anyone can get to us:) Ill tag you:)
Depending on your process, it might be better to use Create Task from a trigger campaign rather than creating a duplicate. If you're using SFDC integration, it is possible to force a new lead to be created from a contact. To do so, you would need to have a queue set up in SFDC for this purpose, and then you would need to use the Sync Lead to SFDC flow step, and then select Assign to this new queue. This will create a new duplicate lead record in SFDC from your contact record.