Hi Jonathan - check out my reply in this post a while back (Re: Lead Process Updating ) to better understand our "now retired" purposeful duplicate process. We're no longer doing it this way as it created so many duplicates and the activities were not being collected centrally (using a "single record of truth" approach). The functionality of our new sync environment is the ability to work a CONTACT over and over again (since we often market/sell into existing accounts). We run this temporary duplicate workflow on the CRM side (not Marketo). When a CONTACT – which exists in CRM – becomes marketing-qualified/sales-ready again, we create a new LEAD record in CRM from the PARENT CONTACT – and this is the record that is worked by Marketing and Sales (prior to this, we used to create a duplicate lead in Marketo, sync it to CRM as a lead record – and there was never a connection to a parent contact record). The new/temporary lead is never synced to Marketo (to prevent duplicates in Marketo). Instead, any changes/progression made on that lead is written back to the parent CONTACT record to custom/temp fields – and it’s this data that Marketo sees and uses to update the “lead” in Marketo (and send out the appropriate alerts): We even have customizations in place to swap the MSI iframe on the lead record with the MSI data from the parent contact record so that all of the rich insights are available on the working lead record.
... View more
Customize up to 8 badges at the top of your trophy case for all other Community members to see!
You're It
Earned on 2.04.20
Earned by 1872 people
Select to learn more
Groupie
Earned on 2.04.20
Earned by 5320 people
Select to learn more
.png)