Hi, we're using the Delete leads action and we're wondering if there's a way to delete duplicate leads with the same email automatically. Can we utilize the "Duplicate field" filter?
Is there a reason not to use the merge functionality in Marketo? Other than it being more manual than using a 'delete' flow step, but this would allow you to maintain all data and activity on the newly merged record, rather than potentially automatically losing information. It would be more difficult to try and back track that information.
Well that's the thing, it's more manual, and if the end result is supposed to be a deleted lead then all of those advantages are moot...
Hi Mariah, there are some cases that a person request to be deleted, and there's a possibility that he exist already as a lead / contact. our preference that the process will be automated, so this person will be removed entirely.