How can I have Marketo convert a Lead without creating an Opportunity

Anonymous
Not applicable

How can I have Marketo convert a Lead without creating an Opportunity

Pretty straight forward. I need Marketo to only convert the lead to a contact and not create an opportunity. However, it seems to do this by default. Is there a way to stop Marketo from creating the opp?

2 REPLIES 2
Dan_Stevens_
Level 10 - Champion Alumni

Re: How can I have Marketo convert a Lead without creating an Opportunity

What CRM platform are you using?  We use MS Dynamics and this is a two-step process.  If Sales wants to run with the lead that has been assigned to them, they will first "QUALIFY" it.  This automatically creates a contact from the lead in CRM.  Once Sales determines that an opportunity exists, they will then CONVERT it to an opportunity.

Josh_Hill13
Level 10 - Champion Alumni

Re: How can I have Marketo convert a Lead without creating an Opportunity

In general, it is not a good practice to auto Convert Leads from the Marketo side, partially for this reason. I'd work with SFDC Admin to get some apex code to do what you need. Or call LeanData.