Every time I try to merge two leads in Marketo, I always get this error below. Please provide this capability. Why hasn't Marketo built support for this capability yet?
Is there any update on this? We can merge the leads in Dynamics, but that doesn't seem to make a difference since it doesn't merge them in Marketo. This is causing several issues for us.
Hi Meahgan - we're not experiencing this behavior. When merging leads in CRM, the merge then takes place in Marketo (about 10-15 minutes later). Are you sure both leads in CRM are the same ones referenced in Marketo? Don't forget, they also need to be of the same MS Type (contact or lead) in order to merge.
Yes, they are the same. For some reason they're not attaching to the same email address. We're working with support on it, but was just wondering if it would ever be a possibility to merge them in Marketo.
Yes, that would be ideal. I think this is actually something that Marketo has no real control around and instead, it's something on Microsoft's side of things.
I have to believe your team can find a way to make this possible. I feel like there are a lot of things that don't work as well with Dynamics as they do with Salesforce. It would be nice to have these functions working properly. Do we have an update on when this will be released?
I completely agree, Kimia. Myself and my CRM developer are struggling getting MSD integrated properly with Marketo and the lack of ability to merge contacts is killing my database.
Updating my previous comment here. Marketo actually, I think does have the ability to build out this feature in Marketo. It’s not a Microsoft issue. We’re currently using a third party tool that allows us to merge duplicates from within the Marketo UI (leads/leads, contacts/contacts, leads/Marketo only records, and contacts/Marketo only records). All of this is being done using the standard D365 API. Would love to see this supported without purchasing a third party tool.
I'm really hoping this is something getting updated in 2020. I think someone from Marketo mentioned in a phone call (Jan or Feb 2020) with our company (Crisis Prevention Institute) this was on the road map for 2020? This was before COVID19 took over in March though so not sure if that release deadline was pushed back. Does anyone have information on this? We use MS Dynamics 365 on the cloud and really want to clean up our Marketo duplicates!
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