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Microsoft Dynamics > Manage the transformation from Lead to Contact within Marketo

Thomas_Morgadin
Level 3
Level 3
‎06-23-2021 11:22 PM
‎06-23-2021 11:22 PM

Microsoft Dynamics > Manage the transformation from Lead to Contact within Marketo

Good morning,

 

I'm reaching out to you because we want to change the way our sales handles the MQLs from Marketo.

 

Up until now, when we sync a new lead from Marketo, I ask Marketo to sync it as a lead and built the GUID with a Contact ID.

 

Thomas_Morgadin_0-1624515558031.png

Now, we want to improve this process and sync them as Leads, and then Sales transform them directly from Dynamics in Contact if applicable.

 

Problem is: when the transformation happens on Dynamics, the info is not coming back to Marketo. The Lead is still known as a "Lead" (Dynamics type of items), but as a "Contact" on Dynamics. Meaning the direct link to Dynamics to the Lead is not working anymore as the GUID was populated with a Lead ID...

 

I guess this is a known case but I don't get how to fix this. Maybe we need to build some flow on Dynamics to communicate the info of the transformation to Marketo?

 

I'm open to ideas.

 

Thanks!

 

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