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Chelsea_Stinnet
Chelsea_Stinnet
Level 3
February 3, 2017
Question

Adding contact records to Microsoft Dynamics CRM

  • February 3, 2017
  • 2 replies
  • 3461 views

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.

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2 replies

Chris_Johnston
Chris_Johnston
Level 6
February 3, 2017

You can select to sync as a Contact or a Lead.

Create a Contact in Microsoft Dynamics - Marketo Docs - Product Docs

Chelsea_Stinnet
Chelsea_StinnetAuthor
Level 3
February 3, 2017

Thanks! If I perform this action and the contact already exists in CRM, will it add the activity to the existing record? It's been adding duplicate lead records when the contact record already exists. Even when I selected the Contact Type as Contact.

Chris_Johnston
Chris_Johnston
Level 6
February 3, 2017

This should either update or create based on email address when run through to Dynamics.

Dan_Stevens_
Dan_Stevens_
Level 10
February 4, 2017

BTW, you should move this discussion to the "Product Discussions" area of the community.  It will get much more visibility and potential responses.

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