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Add a rule for leads merging

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Add a rule for leads merging

Hi,

Is there a way to configure leads merging in Marketo ?

Marketo is synchronized with Salesforce and we use Salesforce for customers support too.

I would like to  create a rule that avoids leads merging when there is an existing contact in Salesforce with the field "support" = True.

Thanks!

Marie

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Re: Add a rule for leads merging

Hi Marie Ligier,

In fact, this is not about lead merging, it's about conditional blocked field updates, if I understand correctly.

There is workaround, but quite heavy: for each field you want to protect, create a second field in Marketo. Then create 2 smart campaigns for each field, using the "data value changes" trigger with a source constraint. For instance for the field "Last Name":

  • Create the field "Last Name 2" in Marketo only
  • Create a smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "sfdc"
    • Filter: Support = True
    • Flow step : "Change data value", attribute "Last Name 2", new value: {{lead.last name}}
    • Run every time, activate
  • Create a second smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "Web form fillout"
    • Filters: Support = True AND Last Name 2 is not empty
    • Flow step : "Change data value", attribute "Last Name", new value: {{lead.last name 2}}
    • Run every time, activate

-Greg

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2 REPLIES 2
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Level 10 - Champion Alumni

Re: Add a rule for leads merging

This should be done in SFDC and you should get an app to manage this.

Highlighted

Re: Add a rule for leads merging

Hi Marie Ligier,

In fact, this is not about lead merging, it's about conditional blocked field updates, if I understand correctly.

There is workaround, but quite heavy: for each field you want to protect, create a second field in Marketo. Then create 2 smart campaigns for each field, using the "data value changes" trigger with a source constraint. For instance for the field "Last Name":

  • Create the field "Last Name 2" in Marketo only
  • Create a smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "sfdc"
    • Filter: Support = True
    • Flow step : "Change data value", attribute "Last Name 2", new value: {{lead.last name}}
    • Run every time, activate
  • Create a second smart campaign with the following setup:
    • Trigger : Data value Changes, attribute "Last name" constraint : source = "Web form fillout"
    • Filters: Support = True AND Last Name 2 is not empty
    • Flow step : "Change data value", attribute "Last Name", new value: {{lead.last name 2}}
    • Run every time, activate

-Greg

View solution in original post