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Avoid SFDC Nulling Out Marketo Values on Lead Convert

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Avoid SFDC Nulling Out Marketo Values on Lead Convert

I'm running into the following situation and hoping someone might have a solution:

  1. A new lead is created
  2. The lead is synced into SFDC as a lead
  3. Smart campaigns in Marketo run, updating various data values
  4. Our Business Development Rep quickly converts the lead to a contact
  5. Because the conversion happened soon after the data value updates, the next time a sync occurs, Marketo thinks the null values that exist in SFDC are newer, and overwrites the values in Marketo.

 

The best solution I've seen presented on a prior post is:

  • Create Marketo-only "mirror" fields that match the fields being overwritten. If they're nulled out, a smart campaign sets the field = mirror field

 

Leads aren't always converted right away, so I wouldn't think trying to retrofit the smart campaigns to wait until lead conversion is complete would be a viable option.

 

Has anyone encountered this and discovered a better way?

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Re: Avoid SFDC Nulling Out Marketo Values on Lead Convert

Hey @John_Charleswor  - Do your data value changes in step 3 have to happen after the lead is synced? Could they (the data changes) and the sync to SFDC step all be part of a singular smart campaign where the sync happens last after a ~15min wait?

 

Just throwing ideas out there 🙂 We haven't encountered this.

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Champion Moderator

Re: Avoid SFDC Nulling Out Marketo Values on Lead Convert

Hey @John_Charleswor  - Do your data value changes in step 3 have to happen after the lead is synced? Could they (the data changes) and the sync to SFDC step all be part of a singular smart campaign where the sync happens last after a ~15min wait?

 

Just throwing ideas out there 🙂 We haven't encountered this.

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Re: Avoid SFDC Nulling Out Marketo Values on Lead Convert

Hi Carrie, thanks for the reply. You are right, we will ultimately need to tweak when this data value change happens. 

 

Nice to see someone from Raleigh reply to my first post :).

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Re: Avoid SFDC Nulling Out Marketo Values on Lead Convert

Love running into other Raleigh folks on here 👋