Add a rule for leads merging

[Marie_Ligier]

Hi,

Is there a way to configure leads merging in Marketo ?

Marketo is synchronized with Salesforce and we use Salesforce for customers support too.

I would like to  create a rule that avoids leads merging when there is an existing contact in Salesforce with the field "support" = True.

Thanks!

Marie

[Josh_Hill13]

This should be done in SFDC and you should get an app to manage this.

[Grégoire_Miche2 · Accepted solution]

Hi Marie Ligier,

In fact, this is not about lead merging, it's about conditional blocked field updates, if I understand correctly.

There is workaround, but quite heavy: for each field you want to protect, create a second field in Marketo. Then create 2 smart campaigns for each field, using the "data value changes" trigger with a source constraint. For instance for the field "Last Name":

• Create the field "Last Name 2" in Marketo only
• Create a smart campaign with the following setup:
  • Trigger : Data value Changes, attribute "Last name" constraint : source = "sfdc"
  • Filter: Support = True
  • Flow step : "Change data value", attribute "Last Name 2", new value: {{lead.last name}}
  • Run every time, activate
• Create a second smart campaign with the following setup:
  • Trigger : Data value Changes, attribute "Last name" constraint : source = "Web form fillout"
  • Filters: Support = True AND Last Name 2 is not empty
  • Flow step : "Change data value", attribute "Last Name", new value: {{lead.last name 2}}
  • Run every time, activate

-Greg