4 Replies Latest reply on Jan 18, 2013 11:31 AM by 2039

    Duplicate Leads - which record updates?

      Wondering how Marketo handles dupes.

      If I have a lead and contact, which does Marketo update? I was under the impression it was the contact.

      What if there are two contacts? How does it decide which contact to update? Based on last modified date?

      Thanks!
        • Re: Duplicate Leads - which record updates?
          It's going to update the one the activity is associated with. So if ID 1 was sent an email, it will update ID 1, but if ID 2 went to the web and filled out a form it would update ID 2.

          There is info on the community that discusses how to manage duplicates and merging of records, you will also want to work with your sales CRM team to try to limit the visibility of dupes generated on that side of the equation.
          • Re: Duplicate Leads - which record updates?
            Hi Clinton - can you point me to those articles? I've read quite a few but they don't answer them.

            What if no email is sent and joe@abc.com fills out a form, which record does it append to. I always understood it as look for the contact first, then look for the lead, if none exist then create a new record. But I don't know how this is handeled when there are duplicate contacts or duplicate leads.

            SS
            • Re: Duplicate Leads - which record updates?
              Try this: https://community.marketo.com/apex/AdvanceMarketoSearchResults?searchText=merging%20duplicates&searchType=&section=support

              https://community.marketo.com/MarketoTutorial?id=kA250000000Kz1a
              • Re: Duplicate Leads - which record updates?
                If we're talking about two leads, same email address, no cookie on that lead, who then fills out a form?

                In that case it would go to the most recently updated lead.