SamanthaDurkin

SamanthaDurkin
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‎05-14-2020 04:25 AM

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Re: MSD 365 Lead Qualification and sync to Marketo

by Level 1 in Product Discussions
‎05-13-2020 08:44 AM
‎05-13-2020 08:44 AM
I am having the exact same problem. Creating a lead, syncing to D365. Qualifying it and then having both a qualified lead in Marketo and the new contact. The lead status changes to Qualified from Open. The CRM contact is supposed to "merge" with the lead.   If we find the answer i will let you know!  ... View more

Lead synced to D365 and moved to opportunity statu...

by Level 1 in Product Discussions
‎05-13-2020 12:48 AM
‎05-13-2020 12:48 AM
We have moved to a new D365 instance and had to move to a new Marketo instance which has been set up. I have a a lead in Marketo and we manually Sync to Microsoft as a Lead. In D365 - we complete some additional details and then progress the lead to an opportunity. In D365, this creates the opportunity and converts the lead to a contact.   In our old instance - the lead in Marketo would get updated to a contact. Currently, with new instance, the lead is kept in Marketo, and a Contact is created - so we have duplicates in Marketo. A Lead with some of the info and a Contact with some info and the opportunity info completed.   Does anyone know where the problem would be? Would this be in D365?   Thanks Sam  ... View more
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Date Registered ‎04-23-2020 06:36 AM
Date Last Visited ‎05-14-2020 04:25 AM
Total Messages Posted 2
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