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A
Anonymous
June 30, 2014
Question

Changing Record Type: Lead To Contact

  • June 30, 2014
  • 5 replies
  • 1598 views
Is there a simple way to change a record type from "lead" to "contact" in Marketo? We have a lot of "leads" in SalesForce that need to be flipped to a "contact" record type. However, in Marketo under Record Type and Record Type (A) I just see some codes. My plan was to flip the record type in Marketo and then sync these to SalesForce. Am I supposed to select one of the record type codes? I'm not sure what they are...

Any help would be most appreciated!
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5 replies

A
Anonymous
June 30, 2014
Lead and Contact are not Record Types, they are "SFDC Type". There is a Flow Step for converting leads to contacts, but I'm not sure how consistent the behavior is, so I haven't used it.
A
Anonymous
June 30, 2014
Here is the how-to article for the approach Jason mentioned:

https://community.marketo.com/MarketoArticle?id=kA050000000LAB6CAO
A
Anonymous
June 30, 2014
This is what worries me from the article. I think you need to do this in Salesforce and/or using tools like DemandTools to do this right.
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A
Anonymous
June 30, 2014
I'm with Jason on this - when I encounter this issue, I always convert using DemandTools and have a specific lead status that I use so I know later I converted with DT.
Michelle_Tizian
Michelle_Tizian
Level 10
June 30, 2014
I tried this before in Marketo, changing the SFDC type from lead to contact and it didn't work for me.  It has to be done on the SFDC side.  
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