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Raunak_Challani
Raunak_Challani
Level 2
February 21, 2019
Question

Marketo Sales Insight Information got lost upon converting a Lead to Contact

  • February 21, 2019
  • 1 reply
  • 2157 views

Marketo Sales Insight Information got lost upon converting a Lead to Contact. Is there a way to stop this from happening?

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1 reply

F
Adobe Employee
falvaresAdobe Employee
Adobe Employee
February 21, 2019

Hi Raunak,

Do you have any custom conversion rules during conversion from a Lead to a Contact?

Also what CRM are you using?

Thanks

Floyd

Raunak_Challani
Raunak_ChallaniAuthor
Level 2
February 22, 2019

We are using a tool LeanData for conversion of Leads to Contacts, as well

do manual conversion some times.

Thanks.

On Fri, Feb 22, 2019 at 2:59 AM Floyd Alvares <marketingnation@marketo.com>

Veronica_Holme4
Veronica_Holme4
Level 9
February 25, 2019

OK, from that I'll assume you are using Salesforce. But it still doesn't really narrow it down. There's a bunch of things you need to check.

- Have you properly installed MSI app onto the contact page layouts?

- Have you mapped the MSI fields appropriately between lead and contact for lead conversion (fields like Urgency, Engagement etc)?

- Does Marketo have the right permissions to write to the Contact in your instance?

That'd be the initial places I'd start to troubleshoot. I'd like a bit more information though - when you say "got lost" what do you mean? And what specific MSI information are you referring to?

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