Hello, I've searched and I can't tell if this exact issue has been addressed before. I'd like Marketo to search the database for person records with a matching email address, and update the existing record instead of creating a new one. We have a record that was created earlier this year with the source "Web service API": I created a test form and submitted using the same email address and a new record was created instead of updating the existing one: I re-submitted that form, and the activity was record on the new record. I created another Marketo form, submitted, and the new record recorded that activity as well. Chat support tells me that a new person was created because the source is different. I understand that this is expected behavior if the new person is created by CRM sync. But what if the new person is created by a Marketo form fill? Is there a way to force Marketo to do a lookup on the email address field before deciding whether to create or update a record? Thank you, Chris PS. We are using a custom built database, not Salesforce or similar CRMs.
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Hi all, I'm a new Marketo user with an inherited instance, and I'm currently following Marketo training videos on YouTube. One particular video shows the trainer importing a tokenized webinar program from the Marketo Program Library. I don't see "BP-WBN-YYYY-MM-DD Webinar (Tokenized)" in my drop down. Any ideas how to find it? https://youtu.be/ftsp_EQQmuA?t=2m17s
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