Marketo User and Salesforce

[Anonymous]

Hi,

We're having some issues with the way that our integration works between our internal system, Salesforce, and Marketo.  We have data passed four times per day from our internal system to Salesforce.  When that integration runs, often, it'll pick up leads to pull back into the internal system, but by the time the integration completes, those leads have been converted to contacts, and any additional data we have on that record fails to write over.  It seems that we would need Marketo to not run the convert leads job during our integration, so our thought was to lock the Marketo User out of SFDC while the integration was running.  Upon looking through Marketo, though, it seems that in some istances it fails to retry if tries to sync to SFDC and fails.

Does anyone have any suggestions for how we could work around this?

Thanks,
Vinny

[Clinton_Gage3]

Vinny - this sounds like you have a third system in the mix beyond MA and Sales CRM? Sounds like the internal system may tied to the wrong data point. You may want to have the admin for that tool and the admin for SFDC to have a chat - all three should be tied to the individual probably via either email as a unique ID or through a unique SFDC ID that is on both the lead and the contact object.

I'd explore this before trying to lock out Marketo for the synchs, you want that primary exchange working and not have the version of the individual in three different states of existence - internal, Marketo, SFDC.

Another option may be that you want to connect the source to Marketo so these are chained together since Marketo looks at the individual and simply denotes the SFDC type? Hard to say without knowing your systems, but there is probably a way around the issue that might even be better for you in the long run.

[Anonymous]

Thanks for your reply Clinton.
 

Fortunately, all three are tied by a unique ID, the issue, though, is that when our internal system tries to write back to Marketo the lead that it thought existed, no longer exists, it's now a contact.  Our Internal system is not smart enough to know that if the lead doesn't exist, look for the contact that also shares that unique identifier.

Vinny