Duplicate issues with Ringlead Webhook and Account Matching

Anonymous · ‎12-03-2013

We've recently started using the Ringlead web-to-lead dedupe webhook inside Marketo, and are encountering issues with duplicate creation when using the "Search for an Existing Account" feature. The issue I'm noticing is a lead that's created that matches to an existing account is immediately created on the SFDC end as a contact in the matched account with an original source of "Salesforce.com", and then a duplicate Salesforce Lead is created a few moments later once the Marketo sync catches up, but it has the correct original source of "filled out form".

So while the script is technically working in matching the lead to the account, it's creating a duplicate in the process, which is obviously not ideal. I've already engaged Ringlead support on this, but I'm curious if anyone else is leveraging the Ringlead webhook AND the Search for an Existing Account feature. Have you seen a similar issue? Any suggested workarounds?

Thanks in advance!

Anonymous · ‎12-11-2013

Thanks for the info, Jeff.

I wonder if setting up automated RingLead de-duping in Marketo, as I've done, would help you out.

What I did was implement the manual method they outline here (be sure to see my note re: trigger vs. filter). Next, I added a new Smart Campaign in the same program ("01 Ongoing: Add Dupes to RingLead Dedupe List"), which runs nightly and checks for Duplicate Fields: Email Address, then adds user to the RingLead Dedupe List, which triggers the RingLead webhook in the other Smart Campaign.

Here's the automated Smart Campaign I have setup:

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