Hi All, I have an integration where I want to update the Person record with an email address "firstname.lastname@example.org" using an external ID. However, I am unable to identify if there are duplicate records that share the same email address. Is there any automation in Marketo that I can use to update the data of duplicate records with the values from the updated record?
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It's been a few years, but I did this exact thing using Zapier. In my case I was maintaining subscription preferences across multiple records. I had a smart campaign set up so that when someone filled out our preference form, if they were a possible duplicate, it would trigger a webhook into Zapier that sent all the fields I wanted to update. Zapier would take those field values, run a search for all records in Marketo with that email address, and then push those field values into each of the resulting records in Marketo.
So the flow I used in Zapier was as follows:
1. Webhooks by Zapier
2. Find Lead in Marketo
3. Create or Update Lead in Marketo
I'm sure you could do something similar with a number of different platforms, just wanted to share the details of how I had accomplished this so maybe you'd have a starting point.