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Anonymous
August 25, 2015
Question

How can I have Marketo convert a Lead without creating an Opportunity

  • August 25, 2015
  • 2 replies
  • 1051 views

Pretty straight forward. I need Marketo to only convert the lead to a contact and not create an opportunity. However, it seems to do this by default. Is there a way to stop Marketo from creating the opp?

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2 replies

Dan_Stevens_
Dan_Stevens_
Level 10
August 25, 2015

What CRM platform are you using?  We use MS Dynamics and this is a two-step process.  If Sales wants to run with the lead that has been assigned to them, they will first "QUALIFY" it.  This automatically creates a contact from the lead in CRM.  Once Sales determines that an opportunity exists, they will then CONVERT it to an opportunity.

Josh_Hill13
Josh_Hill13
Level 10
August 25, 2015

In general, it is not a good practice to auto Convert Leads from the Marketo side, partially for this reason. I'd work with SFDC Admin to get some apex code to do what you need. Or call LeanData.

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