Salesforce Overwriting a Contact When a Lead Fills Out a Form With the Same Email?

[Anonymous]

I thought I had the answer to this from the information I received on the community site. However, after selecting in the Field Updates section not to update email address after form fill out it is not updating the email address. It is however still updating all of the other lead/contact information.

Use Case:
Ted Williams is a contact in SF they are already one of our clients and his email is info@baseball.com
Then Joe Dimaggio submits one of our forms online using the email info@baseball.com and it does not make a new lead it just updates Ted's account to say Joe Dimaggio instead of Ted Williams.

How do I get this to stop from happening?


My ideal scenario is that every time a lead submits a form it makes a new lead regardless of whether or not they are in marketo as a lead, salesforce as a lead or salesforce as a contact.


I am out of ideas?

[Kim_Allen]

Hey Frank,

Leads in Marketo require an email address and that's how they're deduped and synced over to SFDC. Usually you do want this to happen, if they update job title or for progressive profiling you want it to see that email address and update those fields. I'd recommend adding text in the form to enter their unique email address.

Kim

[Conor_Fitzpatri]

Hi Frank,

I belieive you need to block updates for each individual field (First Name, Last Name, Company, etc.) you want to not update upon a Lead filling out a form.

[Anonymous]

Thanks for the answers guys, however I ended up having to call Marketo Support for assistance.  Marketos dedupe default is to only look at email address unless you ask otherwise.  In our case we added to the dedupe proccess "Last Name and Email Address".  The whole thing was that if I didn't call support I would have never known that I needed them to do this for me. 




Barring any set backs however I should be good to go!

[Anonymous]

Frank, thanks for sharing your experiences. This is a small but important part of every company's lead database strategy.