Merge a lead from Marketo with a Contact in SFDC.com

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Merge a lead from Marketo with a Contact in SFDC.com

For one of our project, as soon customer enters login page and hit on submit button a contact is created in SFDC. We run API call on the backend as we have used the Munchkin ID on same page to trigger API call to create same record in marketo once customer hits on submit button parallel to SFDC contact creation. We know there is delay in sync from SFDC to Marketo and to avoid the delay we run parallel API call to get the same lead created in Marketo.

Now comes the challenge, since munchkin ID is been placed pre and post activity will tracking in Marketo under newly created lead here, where as the same record will have some activity on SFDC contact type. Is there any to merge these 2, i.e. Lead from Marketo with Contact in SFDC so to get the collective activity detials.

5 REPLIES 5
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Level 4

Re: Merge a lead from Marketo with a Contact in SFDC.com

Hi Vinod,

Are you saying the contact record in SFDC and the lead record in Marketo do not have the same activity details? What activity details are you trying to capture/merge?

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Re: Merge a lead from Marketo with a Contact in SFDC.com

Pre and post activity of lead when he/she logins to the particular website

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Level 5

Re: Merge a lead from Marketo with a Contact in SFDC.com

If I'm understanding correctly, you're making 1 API call to insert into Marketo and shortly after 1 API call to insert into SalesForce.

This will result in:

1 'Marketo only' record (should have the webpage activity)

1 SalesForce / Marketo record (the activity log will start at 'person created: source salesforce.com')

To combine the records, you can try the Merge Lead API Call:

http://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Leads/...

hope it helps

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Re: Merge a lead from Marketo with a Contact in SFDC.com

Hi Mark,

Yes, you have got it right but this is just testing scenario and we have only one such leads, so we can merge lead manually or by API call. What if we get 300+ such records once this goes live, is there anyway we can automate this merging process.

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Level 5

Re: Merge a lead from Marketo with a Contact in SFDC.com

You can automate the merging process with an API script.

There's a filter for 'possible duplicates' you can leverage to have a campaign add leads to a list. From there you could send a webhook or have a batch job run.

mkto-dup.png

With all that said, creating duplicates and merging after the fact will work, but is not ideal. Sometimes it is unavoidable in complex situations though.

Is the whole point of the double insert to send the Marketo email faster without waiting for the sync from SFDC -> MKTO ?