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Thomas_Morgadin
Level 3
June 24, 2021
Question

Microsoft Dynamics > Manage the transformation from Lead to Contact within Marketo

  • June 24, 2021
  • 0 replies
  • 740 views

Good morning,

 

I'm reaching out to you because we want to change the way our sales handles the MQLs from Marketo.

 

Up until now, when we sync a new lead from Marketo, I ask Marketo to sync it as a lead and built the GUID with a Contact ID.

 

Now, we want to improve this process and sync them as Leads, and then Sales transform them directly from Dynamics in Contact if applicable.

 

Problem is: when the transformation happens on Dynamics, the info is not coming back to Marketo. The Lead is still known as a "Lead" (Dynamics type of items), but as a "Contact" on Dynamics. Meaning the direct link to Dynamics to the Lead is not working anymore as the GUID was populated with a Lead ID...

 

I guess this is a known case but I don't get how to fix this. Maybe we need to build some flow on Dynamics to communicate the info of the transformation to Marketo?

 

I'm open to ideas.

 

Thanks!

 

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