Handling duplicates created by Sales guys who don't use Marketo

[Anonymous]

Hi All - apologies if this has been asked before but we often see the following issue.

Problem = Lead exists in marketo only (not salesforce). Sales person creates a lead/contact themselves in Salesforce with the same email as the lead in marketo. A duplicate is therefore created in marketo - one in marketo only, one in Salesforce and marketo, as the data flow does not pick up this duplicate.

Is there anyway to fix this short of going through the duplicates list and manually merging??

Thanks

James

[Anonymous]

Hi James - have you gone to the system smart list, "possible duplicates"?  That smart list allows you to merge leads/delete duplicates. 

 

[Anonymous]

Hi Kristen - yes - thank you. I was hoping there was an automatic way of stopping this short of doing this process manually as merging one by one is very slow 🙂

Thanks

[Lauren_Aquilino · Accepted solution]

Hi James,

This is one of the reasons we keep all leads in Salesforce. They are owned by a "Marketo User" (as if they are just in Marketo) but if a sales person needs to use that lead, they are welcome to do so without having to create a duplicate.

[Dory_Viscoglio]

Like Lauren said, we have an agreement within our organization that any leads in Marketo are in SFDC, and vice versa. This helps with duplicates not being created (as often), among other things in our specific setup.

Also, as Kristen said, you can merge duplicates based on the possible duplicates list -- by default this only includes leads with the exact same email address.

[Anonymous]

Thanks guys. Yes we keep 95% of our leads in both these days but from historical data we have some in Marketo only. Good to know that others use the same approach! Seems there is no easy way so good to know anyway. Thanks

[Jep_Castelein2]

There is a Merge function in the SOAP API, but it requires a programmer to write a program to automate the merges. 

[Anonymous]

Thanks - useful to know Jep