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Lead and Contact duplicates in Salesforce

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Lead and Contact duplicates in Salesforce

Hello Community,

We are having a duplication issue where both leads and contacts are being created in Salesforce and Marketo. Here is a little background:

Leads that are created in Marketo are automatically synced to Salesforce if their source is not salesforce.com. When they reach 100 points, they are converted into contacts. However, if they make a purchase either on our website or over the phone, a new contact is created in Salesforce (without checking to see if a lead exists first). The contact syncs back to Marketo and we are left with duplicate contacts: 1 lead and 1 contact. How do we prevent this from happening? Is it possible to do so on the Marketo end?

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Re: Lead and Contact duplicates in Salesforce

You cannot and should not prevent them to be created twice, because if you do so, you will also have some information missing in Marketo.

You need to either :

  • Merge these duplicates in SFDC as they occur, which will merge them in Marketo. If you want to merge them on going, use an third party app such as ringlead.
  • Or to fix your process so that the external apps do not create a new contact if a lead already exists

-Greg

View solution in original post

3 REPLIES 3
Highlighted

Re: Lead and Contact duplicates in Salesforce

You cannot and should not prevent them to be created twice, because if you do so, you will also have some information missing in Marketo.

You need to either :

  • Merge these duplicates in SFDC as they occur, which will merge them in Marketo. If you want to merge them on going, use an third party app such as ringlead.
  • Or to fix your process so that the external apps do not create a new contact if a lead already exists

-Greg

View solution in original post

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Re: Lead and Contact duplicates in Salesforce

Thanks Greg!

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Re: Lead and Contact duplicates in Salesforce

You are welcome!