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Converting a Lead into a Contact in Salesforce

Brian_Law_MKTO
Marketo Employee
Marketo Employee

When a record is converted in SFDC from a lead to a contact Marketo automatically changes the SFDC Type field from Lead to Contact.

The change in SFDC type doesn’t cause a data value change so the Data Value Changes trigger and filter won’t work for SFDC Type. You will need to use the Lead is Converted trigger or Lead was Converted.

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Alternatively you could use a different field such as Lead Status = Converted.

Make sure your lead custom fields are mapped.

During the conversion the Marketo ID stays with the record converted to a contact.

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