Help with Salesforce APP and Marketo

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Help with Salesforce APP and Marketo

Currently, in our Salesforce ORG we use this tool. Long story short it creates a new lead in Salesforce using the old contact data keeping all related items to the contact on the new lead. 

 

This is causing an issue in Marketo where the contact record and data need to be merged back with the new lead. This process is very cumbersome, and we don't quite have the bandwidth to conduct the merges of the Marketo records? Is there any faster way to merge the contact and leads in marketo?

 

App Link:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFp8iUAD

 

 

2 REPLIES 2
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Level 10 - Community Moderator

Re: Help with Salesforce APP and Marketo

If the new lead maintained a copy of the original contact's Marketo Lead ID, then a webhook-compatible service could be used to automatically merge the new lead with the old.

 

Of course this requires both system prep and code.

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Re: Help with Salesforce APP and Marketo

I'm interested in learning more about this configuration. In Salesforce, there are fields that keep some old contact field information to enable the activities and related items to be reconnected to the new Salesforce lead. So I assume that we might be able to capture some data for this purpose as well. I'm a Saleforce admin so will have to work with my Marketo admin. 

 

Which platform would require code? Marketo? Also, what if contacts in Marketo were created initially as contacts only?

 

is there away you could explain in greater details around how to make something like this possible?