2 Replies Latest reply on Feb 19, 2016 3:22 AM by Grégoire Michel

    Add a rule for leads merging

    Marie Ligier

      Hi,

       

      Is there a way to configure leads merging in Marketo ?

       

      Marketo is synchronized with Salesforce and we use Salesforce for customers support too.

      I would like to  create a rule that avoids leads merging when there is an existing contact in Salesforce with the field "support" = True.

       

      Thanks!

      Marie

        • Re: Add a rule for leads merging
          Josh Hill

          This should be done in SFDC and you should get an app to manage this.

          • Re: Add a rule for leads merging
            Grégoire Michel

            Hi Marie Ligier,

             

            In fact, this is not about lead merging, it's about conditional blocked field updates, if I understand correctly.

             

            There is workaround, but quite heavy: for each field you want to protect, create a second field in Marketo. Then create 2 smart campaigns for each field, using the "data value changes" trigger with a source constraint. For instance for the field "Last Name":

            • Create the field "Last Name 2" in Marketo only
            • Create a smart campaign with the following setup:
              • Trigger : Data value Changes, attribute "Last name" constraint : source = "sfdc"
              • Filter: Support = True
              • Flow step : "Change data value", attribute "Last Name 2", new value: {{lead.last name}}
              • Run every time, activate
            • Create a second smart campaign with the following setup:
              • Trigger : Data value Changes, attribute "Last name" constraint : source = "Web form fillout"
              • Filters: Support = True AND Last Name 2 is not empty
              • Flow step : "Change data value", attribute "Last Name", new value: {{lead.last name 2}}
              • Run every time, activate

             

            -Greg

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