Anyway to avoid duplicates being created when using webhook call to create leads in CRM

[Anonymous]

Hi,

We are currently using ScribeOnline (Marketo Partner) to create leads in our CRM (by calling a webhook for Scribe whenever a lead is created in Marketo) as opposed to a simple out-of-the-box sync to Microsoft Dynamics.

The reason we need to do this is because our Inside Sales teams have a mandate to follow-up with leads within 2 minutes of creation. Unfortunately the out-of-the-box sync can take up to 10 minutes for our instance before appearing in CRM. Whereas we are able to get it in CRM with the webhook call within 25 secs or less through integration with Scribe.

The issue is that this ends up creating a duplicate in Marketo, because Marketo doesn't realize that the record in CRM should be associated with the record in Marketo.

How does Marketo associate CRM records with Marketo records?

Is there a way for us to bring in a value to the CRM (so Marketo matches with the CRM record), or conversely to write a value from CRM into Marketo?

Anyone have experence with this?

[Kenny_Elkington · Accepted solution]

Hey David,

Marketo mandates an insert operation with the native sync if no GUID is yet associated with the Marketo-side record, so we can't force it to write into the webhook-created record.  Have you looked into an automated merge on the CRM side?  The synch will track these and merge the records in Marketo.

[Anonymous]

Hi Kenny,

We're looking into merging the leads on the CRM side like you said. We though by removing the email in our smart campaign creates, we can avoid creating duplicates, and then each night we can simply deactivate the records with no emails and keep our Marketo created records.