1 Reply Latest reply on May 23, 2017 1:35 PM by Grégoire Michel

    Salesforce sync - add as contact if account exists?

    Noreen Chandarana

      Is it possible to have Marketo identify whether a company already exists in SFDC as an account - and if so, add the person as a contact instead of a lead?

       

      Example:

      Google is a client, and thus an account in SFDC.

      Jane Doe works for Google, but has not had any direct interaction with our company and is not in Marketo or SFDC.

      Jane Doe downloads an eBook and is added to our Marketo database

       

      Marketo will now sync Jane Doe to Salesforce as a lead, though she really isn't because we already work with her company. We want her added as a contact within the existing account.

       

      I know the match happens by email address - is there any kind of work around?

       

      Thank you!!