Create smart lists and campaign triggers off of "Merge Leads" activity

Create smart lists and campaign triggers off of "Merge Leads" activity

Currently, there is no filter or trigger call "Leads were merged."

When leads are merged in SFDC, the leads are automatically merged in Marketo. It would be helpful to see a list of leads that were merged so that we could make sure that duplicate lead that was merged was not placed in any campaigns meant for new leads only. This only happens when a lead fills out a form with a different email address from a non-cookied browser.

It would be even better if we could create a trigger campaign that removes leads, once merged, from campaigns they should not be a part of.
6 Comments
Anonymous
Not applicable
I preveiously submitted an Idea for a Lead was Merged filter, which Marketo "Liked" - https://community.marketo.com/MarketoIdeaDetail?id=08750000000IXDiAAO - please vote for it. 

I did not include a request for a trigger, so that would be a good addition!
Anonymous
Not applicable
Filter is 'Lead was Created', with criteria of 'Min # of Times' = 2.
Anonymous
Not applicable
@CraiGrrr Blackketter 

That's a great idea! Thanks for sharing that. 

Dan
Anonymous
Not applicable
@CraiGrrr .. great idea, I tried running a campaign and smart list but it kept timing out, I have Marketo support looking into it.

@Elliott.. I voted for your idea and also heard from Marketo that this is something they have plans to add. Obviously no promise on a delivery date, but hopefully within the first half of this year.
Sean_McCombs
Level 4

This is a good work around, but does not work in the scenario where a known lead is auto merged to an anonymous lead by munchkin cookie association (Anonymous Source: true).

kh-lschutte
Community Manager
Status changed to: Open Ideas