Hi, We recently launched our Marketo instance and are syncing with our CRM, MS Dynamics 365. We have a custom filtered sync where only some of the records from the CRM are synced to Marketo. The problem I am trying to solve for is when we generate new leads in Marketo and want to sync them back to CRM, how do we prevent inflating our Duplicates in CRM issue? Are there 3rd party tools, best practices, rules in CRM, or something else that you would recommend? thanks Ray ... View more

Hey, we are moving out of an old email marketing platform into Marketo.  Our contacts database has over 1 million contacts in it, but we will only have space for half of that in Marketo.  Before syncing CRM to Marketo, I believe I need to mark some of our contacts as "do not sync to marketo".  I am attempting to use data from our old marketing platform to identify those for "do not sync..." We are a non-profit association, and I am initially considering saying "if you have not opened an email from us in 1 year then i will not sync you".  That seems like a long time period, but no previous contact cleaning has been done.  Is there a best practice/standard for how long someone can be disengaged before removing from your list? ... View more