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A
Anonymous
March 9, 2016
Question

Dissociating a contact from an Account

  • March 9, 2016
  • 2 replies
  • 1393 views

Hi,

I dissociated a few contacts from their account in CRM and the integration did not perform the same function in Marketo.

The contact is still attached to the Account in Marketo.  Should there be a different process defined for such an update?

Also we set the e-mail field to null for a contact which did not get synced with Marketo. Is this because it uses the e-mail address as a lookup?

Would really appreciate your inputs.

Thanks,

Vishal

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
March 9, 2016

So I doubt Marketo likes that sort of thing. How exactly did you remove the Contact from the Account? Marketo will likely re-sync the record as a Lead now.

Email Address is the unique key for Marketo. It doesn't inherently block leads with no email address, but SFDC might and it's bad to do this to Marketo. Did you null it out before the sync error, or after?

A
Anonymous
March 9, 2016

Hi John,

Appreciate your time & apologies for not specifying the CRM Type.

I use Microsoft dynamics CRM 2013 on premise.

As far deleting the lead goes - The account is a lookup field on the Contact Record - I just set it to a blank field.

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 9, 2016

Hi Vishal,

I have never testing separating a contact from an account. But for the second point I am sure (tested and retested) that the sync between SFDC and Marketo is base on the SFDC ID. Therefore, you can easily wipe out the email address in SFDC and it should sync with Marketo.

If it does not, I suspects it's because you have a sync filter that prevents the contacts without an email address to sync with Marketo, either directly, or through a workflow in SFDC and a "Sync with Marketo" field (or similar).

-Greg

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 9, 2016

PS: give look there, it may help: "Sync with Marketo mysteries" part 1

-Greg

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