Lead synced to D365 and moved to opportunity status - doesn't update lead in marketo to contact | Community
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SamanthaDurkin
Level 1
May 13, 2020
Question

Lead synced to D365 and moved to opportunity status - doesn't update lead in marketo to contact

  • May 13, 2020
  • 1 reply
  • 1872 views

We have moved to a new D365 instance and had to move to a new Marketo instance which has been set up.

I have a a lead in Marketo and we manually Sync to Microsoft as a Lead.

In D365 - we complete some additional details and then progress the lead to an opportunity.

In D365, this creates the opportunity and converts the lead to a contact.

 

In our old instance - the lead in Marketo would get updated to a contact.

Currently, with new instance, the lead is kept in Marketo, and a Contact is created - so we have duplicates in Marketo. A Lead with some of the info and a Contact with some info and the opportunity info completed.

 

Does anyone know where the problem would be? Would this be in D365?

 

Thanks

Sam 

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1 reply

M
matjazz
Level 6
May 13, 2020

Hi Samantha,

 

we are having the same challenge, I believe (https://nation.marketo.com/t5/Product-Discussions/MSD-365-Lead-Qualification-and-sync-to-Marketo/td-p/299742).

 

According to the docs, support feedback and advice from @dan_stevens_ and @catherine_cham1, the reason could be customizations to qualification process in D365. Apparently, Marketo works only with out-of-the box qualification setup in MSD.

 

Hope this helps!

 

Matjaž

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