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Anonymous
June 5, 2015
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Failed to Merge Leads

  • June 5, 2015
  • 4 replies
  • 6079 views

I have been trying to merge leads in Marketo. Sometimes I get the alert that it has failed to merge the leads with the ID number of one of the leads after it. Why is this occurring and how can I effectively merge the leads?

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Best answer by Andy_Varshneya1

Hi Laura,

As a few people have mentioned already (and you seem to have figured this out), this is fairly common because of a few issues - the "winning" field data is not in the correct format as the field type, or the merge is across SFDC objects.

You would be best off using a tool like RingLead or my personal favorite, Demandtools, which allow you to set your own definitions for what is considered a duplicate so that you have the flexibility to work off more than just the email address field. We ended up cleaning up an additional 5% of our database by being able to come up with our own rules for how to identify dupes.

4 replies

Josh_Hill13
Josh_Hill13
Level 10
June 5, 2015

it's likely because SFDC doesn't give Marketo the right permissions for those records. You are better off using RingLead or LeanData to automate this stuff.

    A
    Anonymous
    August 5, 2015

    Other times it can be because the data you want to 'win' isn't in the right format for SFDC. Merging leads in Marketo is best for a few items, but if you really want to streamline I'd suggest doing it with those tools, or leveraging a tool from SFDC; Marketo will automatically see the winning result and see the merge.

    Caryl_Mostacho
    Caryl_Mostacho
    Level 4
    October 7, 2015

    Hi Laura Sparks​

    Have you tried logging a case with Marketo Support to help troubleshoot your failed merges?

    A
    Anonymous
    October 7, 2015

    Hi Carly,

    I got it figured out. It was an issue of duplicate records and it was trying to merge a lead and a contact.

    Ramon_Vawda
    Ramon_Vawda
    Level 1
    October 7, 2015

    Hi Laura,

    Did you solve the issue, or work around it?

    If I refer to this article, it notes that merging leads and contacts will cause an error if the Marketo sync user doesn't have the Convert Leads permission. To me that suggests that Leads and Contacts *can* be merged if that permission is set.

    Understanding Merges in Marketo

    Otherwise the article is incorrect. Trying to figure out the truth.

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    October 7, 2015

    Hi Laura,

    Same discussion here : What does this merge leads error mean?

    -Greg

    A
    AlokRa4
    Level 10
    December 8, 2015

    Thanks Greg for sharing this.

    Andy_Varshneya1
    Andy_Varshneya1Accepted solution
    Level 7
    December 8, 2015

    Hi Laura,

    As a few people have mentioned already (and you seem to have figured this out), this is fairly common because of a few issues - the "winning" field data is not in the correct format as the field type, or the merge is across SFDC objects.

    You would be best off using a tool like RingLead or my personal favorite, Demandtools, which allow you to set your own definitions for what is considered a duplicate so that you have the flexibility to work off more than just the email address field. We ended up cleaning up an additional 5% of our database by being able to come up with our own rules for how to identify dupes.

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