3 Replies Latest reply on Dec 10, 2014 8:21 AM by Josh Hill

    How to change lead owner for leads that have already been synced to CRM?

    Dan Stevens
      We sync all "suspect" leads (a stage within our lead lifecycle) to CRM immediately as they happen (which are also assigned to a lead owner based on country).  If any of leads become MQLs, they proceed down our lead lifecycle workflows - which includes syncing them to CRM (that's the only way to assign the most up-to-date lead ownership).  We do this since it could be very well possible that the lead owner changed to someone different from the time the lead was initially synced to CRM.  Understandably, there will be a sync error since the lead is already in CRM.  But we told by Marketo that the "lead owner" value would still change.  This has not been happening for us.  The lead owner retains the lead owner value from when the lead was initially synced to CRM.  This is causing all kinds of routing issues - in fact, some lead alerts never making it to the appropriate lead owner. 

      If Marketo is unable to update the lead owner due to a sync error, how do we go about updating this value within our workflows?  We're using MS Dynamics 2013.