Say I have Lead A in Salesforce.
Then Lead A fills out an advertising form (with the same email address) that creates a lead in Salesforce.
1) will the new lead form create a second lead in Salesforce? Or will it be deduped.
2) If a second lead is created in Salesforce will a second lead be created in Marketo?
Solved! Go to Solution.
Hi Jamie -
1) You said you have Lead A in SFDC. Is it also in Marketo? Is the new lead form a Marketo form that pushes into SFDC? Or is it one of those SFDC click-to-lead forms that creates leads directly into SDFC?
-If it is the former - and Lead A is in Both Marketo and SFDC, and the form is a Marketo form - it will be de-duped. Marketo is smart enough to recognize.
-If it is the latter - and Lead A is in Both Marketo and SFDC, and the form is a SDFC click-to-lead form - it depends on your SFDC rules. SFDC doesn't naturally de-dupe, but perhaps someone at your company as implemented a de-dupe 3rd party app or process.
2) Yes. Marketo views SFDC as it Boss. If there are dupes in SFDC, Marketo will be like "Okay, Boss. I'll create a dupe in here too."
Hi Jamie -
1) You said you have Lead A in SFDC. Is it also in Marketo? Is the new lead form a Marketo form that pushes into SFDC? Or is it one of those SFDC click-to-lead forms that creates leads directly into SDFC?
-If it is the former - and Lead A is in Both Marketo and SFDC, and the form is a Marketo form - it will be de-duped. Marketo is smart enough to recognize.
-If it is the latter - and Lead A is in Both Marketo and SFDC, and the form is a SDFC click-to-lead form - it depends on your SFDC rules. SFDC doesn't naturally de-dupe, but perhaps someone at your company as implemented a de-dupe 3rd party app or process.
2) Yes. Marketo views SFDC as it Boss. If there are dupes in SFDC, Marketo will be like "Okay, Boss. I'll create a dupe in here too."
Thanks, much appreciated!
Hi Jamie,
The only way to have a connection between records in Marketo and Salesforce is for one system to introduce them to the other. If a record exists in Salesforce, but not Marketo, and a record is created in Marketo with the same email address and then synced to Salesforce, then it's going to create a new record and there will be duplicates. The article below has all of the information on how de-duplication works.
Deduplication: How It Works, and When It Doesn't
John
Thanks John!