5 Replies Latest reply on Feb 4, 2017 7:02 AM by Dan Stevens

    Adding contact records to Microsoft Dynamics CRM

    Chelsea Stinnett

      Our Marketo instance syncs with Microsoft Dynamics CRM, which uses both lead and contact records for prospects. The way my sales team works out of CRM is the ISRs handle leads and the Sales Directors handle contacts. When I'm entering in trade show leads I need to have them sync over to CRM as contacts so the SDs can work them. When I'm importing a list in Marketo, I set the Contact Type field as Contact and it shows that it's a contact record in Marketo, but it enters CRM as a lead record. Has anyone found a solution to this lead vs contact record issue in CRM? I'd love to hear about it! Thanks.