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Salesforce mass converting leads to contacts in Marketo

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esmanley
Level 2

Salesforce mass converting leads to contacts in Marketo

Is this possible? 

 

Options to do this from the Marketo side? Is there a tool that can manage that for us? Thank you!

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Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: Salesforce mass converting leads to contacts in Marketo

As you'd probably know Marketo allows converting people via the "Convert Person" flow step. But, let's take a step back and understand why you want to convert lead records to contact records from Marketo. Converting a person in Marketo will result in a new account and opportunity in Salesforce. Almost, in all cases, I don't see a lot of merit in having a new account and opportunity records getting created in SFDC on converting a lead record. Please note that even if you're able to convert lead records in bulk from Marketo, this would not change, you'd still end up with a dedicated account and opportunity records for each converted record in Salesforce.

 

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Darshil_Shah1
Level 10 - Community Advisor + Adobe Champion

Re: Salesforce mass converting leads to contacts in Marketo

As you'd probably know Marketo allows converting people via the "Convert Person" flow step. But, let's take a step back and understand why you want to convert lead records to contact records from Marketo. Converting a person in Marketo will result in a new account and opportunity in Salesforce. Almost, in all cases, I don't see a lot of merit in having a new account and opportunity records getting created in SFDC on converting a lead record. Please note that even if you're able to convert lead records in bulk from Marketo, this would not change, you'd still end up with a dedicated account and opportunity records for each converted record in Salesforce.