Re: Attaching Two Email Addresses to A Lead Record?

Amy_Lepre
Level 7

Attaching Two Email Addresses to A Lead Record?

I'm wondering how others are handling this type of scenario:

We have a customer who is in Marketo as 2 leads with 2 separate email addresses - customer@workemail.com and customer@personalemail.com

In SFDC, the sales guys want and need to use customer@workemail.com for the email address.

In Marketo, the web activity is all on the customer@personalemail.com record, so the customer is logging into our website with this email address & the cookie is associated as such. 

Sales want to see the activity of customer@personalemail.com on the customer@workemail.com contact record in SFDC which isn't possible currently. 

I'm curious if anyone has found any sort of work around or solution for this or similar situations.
Tags (1)
3 REPLIES 3
Anonymous
Not applicable

Re: Attaching Two Email Addresses to A Lead Record?

In general, I haven't seen a good solution to this. Poosibly you could attach the work email to the personal email contact as a custom field and have sales look at that, but in general it is pretty tricky.

Also, I suspect making the link between the two at scale would also be hard. There might be some specific cases where you can manually ID these guys but finding automatically would be tough.

I'm curious as well to hear what others say.
Anonymous
Not applicable

Re: Attaching Two Email Addresses to A Lead Record?

We frequently have leads use different email addresses in filling out forms and when replying to emails with the resulting creation of either an unknown Marketo lead record or a name duplicate record.  When either occurs, we send an alert email to the lead owner or the person that sent the sales email that created the unknown lead record.  Most of the time, we ae able to identify the cause as a different email address for the person and we add the non-work email address to a secondary email address on the lead record, so that it can be found via search in SFDC and we merge the two records together, so that all the activities are displayed on a single SFDC record.  It's a manual process, but not unmanageable. 

There is an Idea The ability to match a secondary email address to existing records, rather than creating a new recor... with a  "We Like It, But It's Complicated" status that will help make this process a bit more automated, and you may want to vote for it.
Anonymous
Not applicable

Re: Attaching Two Email Addresses to A Lead Record?

Or you may have them include a URL to the other version of the lead