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Kevin_Charette1
Kevin_Charette1
Level 2
June 26, 2018
Question

Converting Lead to Contact

  • June 26, 2018
  • 2 replies
  • 2078 views

Hi,

I am trying to use Marketo to convert Leads to Contacts when a data value changes. It seems that the conversion does not pass over the activities related to the Lead. Has anybody else experienced this / fixed it from not doing that?

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2 replies

Kevin_Charette1
Kevin_Charette1Author
Level 2
June 26, 2018

My CRM is SFDC by the way.

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 27, 2018

Hi Kevin,

Forget about it. Too few controls on the behavior of the conversion process, and too many potential issues (no control over conversion status, no visibility on mandatory field completion, no correct management of contact or account merge, plus some potential issues with record ownership).

But, when it succeeds, the conversion should pass all SFDC and Marketo activities.

-Greg

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