I'm looking for creative ideas on how to fix an ongoing issue we are experiencing in Dynamics and Marketo. Unfortunately we have new records created in both Dynamics and Marketo. Not all new records created in Dynamics are synced to Marketo. Not all new records created in Marketo are synced to Dynamics.
With this set up, we have many records that are currently in both Dynamics in Marketo, however, they are NOT synced to each other and therefore, records are NOT linked. The moment the records triggers a sync from either system, the duplicate record is created in the target system.
We are actively working to dedupe in both systems independently. However, once we dedupe in each system, what are some ways we link the remaining unique records to each other?
Example:
CRM record A has the same email address as Marketo record B.
We decide to sync CRM record A to Marketo. Now Marketo record C is created. Records A, B, C all have the same email address.
Later, Marketo record B fills out a form and triggers a sync to CRM. Sync fails because CRM detects CRM record A as the same email address as Marketo record B.
Thanks in advance for your thoughts. Just trying to spitball some potential solutions here.
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