Question
How can I avoid Lead Owner change when Marketo lead auto-syncs with existing SFDC lead?
I understand that leads can only compete with leads when merging, but is there a way to not have Marketo Sync merge a new Marketo lead with a lead that already exists in SFDC?
We had an issue with the following lead.
1. on 11/6/14 he was uploaded straight into a SFDC campaign.
2. on 11/13/14 the lead owner was changed to a sales rep, but never converted into a contact.
3. on 11/17 the lead filled out a website form and a new lead record was created in Marketo. We have a smart campaign set up that pushes form fill out leads into a SFDC Queue for our Lead Development Department to look at and vet before distributing to a sales rep.
4. What actually happened was that Marketo saw the existing lead in SFDC and merged both leads into one and pulled the ownership from the sales rep back to the Lead Development team.
We do not want Marketo to merge any leads with existing leads in SFDC. We simply want it to create a new lead record everytime someone fills out a form. Then we manually look at the new lead record and determine if it exists already and merge it in SFDC.
We are now beginning to leave leads unconverted in SFDC as part of a new process we are trying to implement, but we do not want the sync to take the leads away from the sales reps ownership.
Please help.
Thanks!
We had an issue with the following lead.
1. on 11/6/14 he was uploaded straight into a SFDC campaign.
2. on 11/13/14 the lead owner was changed to a sales rep, but never converted into a contact.
3. on 11/17 the lead filled out a website form and a new lead record was created in Marketo. We have a smart campaign set up that pushes form fill out leads into a SFDC Queue for our Lead Development Department to look at and vet before distributing to a sales rep.
4. What actually happened was that Marketo saw the existing lead in SFDC and merged both leads into one and pulled the ownership from the sales rep back to the Lead Development team.
We do not want Marketo to merge any leads with existing leads in SFDC. We simply want it to create a new lead record everytime someone fills out a form. Then we manually look at the new lead record and determine if it exists already and merge it in SFDC.
We are now beginning to leave leads unconverted in SFDC as part of a new process we are trying to implement, but we do not want the sync to take the leads away from the sales reps ownership.
Please help.
Thanks!