We have duplicate lead with email address and looking to perform lead merge. So, I am looking for Marketo support help for below action
1. Refrain loosing data for custom object when lead merge is done
2. Bulk lead merge
Does Marketo offer this service based on request raised?
You can perform merge using REST APIs calls in Marketo. If you will go with Marketo Professional services they will cost you a fortune.
How many leads do you want to merge? And, the criteria which you want to perform the merge i.e. if Email addresses are same do you want to look at SFDC type (Lead or Contact) or created data as your winning lead. Your data will remain intact in the winning lead. You can message me if you want to perform the merge based on the criteria I can help you out with the merge.
Good to know that is can be done through REST API. is there any Marketo API predefined? please let me know.
Below is my requirement.
1. For now, I have only 550 leads in Marketo
2. Many on them have custom objects data
3. Duplicate lead is generated through REST API and Facebook integration.
4. No sync with SFDC yet because we have not enabled this feature.
You can use this end point to merge leads https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Lead... . 550 leads are not that many. You may have to segregate your winning and losing leads. I would recommend you to perform a test in postman and check for result in Marketo if you are getting complete data or not in the winning lead.
How to refrain Marketo custom objects data. https://docs.marketo.com/display/public/DOCS/Find+and+Merge+Duplicate+People
it says need to re-parent it again. Any alternate solution for this?