AnsweredAssumed Answered

How are you all converting/syncing leads that are already contacts in CRM?

Question asked by Dan Stevens. Expert on May 12, 2014
Latest reply on Nov 4, 2014 by 72559
We're using MS Dynamics, but I believe this issue also exists with SFDC.  When a contact already exists in CRM (e.g., as an existing customer) - and obviously syncs to Marketo as a lead record, what approach are you using to convert/sync MQLs to CRM and ultimately into Opportunities, since a lead cannot be converted back into a contact if it already exists?

Outcomes