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Anonymous
May 3, 2016
Question

Leads pushed to SFDC where existing Contact resides

  • May 3, 2016
  • 1 reply
  • 1369 views

Does anyone have a solution to best practice in pushing MQLs from Marketo to SFDC and what to do if there is an existing Contact in SFDC that matches to the Lead email?  I would like to have all MQLs pushed to SFDC, create a new Lead, (even if a matching Contact exists), then have the sales team work all of the Leads and when converting a Lead that exists as a Contact they could merge upon conversion.  Thank you very much for your input!

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
May 3, 2016

Please do some searching for Lead Assignment and Lead Lifecycle.

  • Non SFDC Records - push to SFDC Queue or Person or use LARs.
  • Existing SFDC Leads - push to SFDC, these are deduped in Marketo in most cases.
  • Existing SFDC Contacts - ditto. But I usually handle these differently and send an Alert to the Owner because they are often customers or in process. Alternatively, you can push all records to a Queue and any SFDC Contacts will force a new SFDC Lead to be created since Queues cannot own Contacts. *** this will cause dupes. ***

If I were you, I would discuss all of this with Sales before you do anything else.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 3, 2016

On top of Josh's point, when a contact, you can create a task in SFDC and assign it to the contact owner.

-Greg

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