Salesforce mass converting leads to contacts in Marketo | Community
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September 12, 2023
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Salesforce mass converting leads to contacts in Marketo

  • September 12, 2023
  • 1 reply
  • 1365 views

Is this possible? 

 

Options to do this from the Marketo side? Is there a tool that can manage that for us? Thank you!

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Best answer by Darshil_Shah1

As you'd probably know Marketo allows converting people via the "Convert Person" flow step. But, let's take a step back and understand why you want to convert lead records to contact records from Marketo. Converting a person in Marketo will result in a new account and opportunity in Salesforce. Almost, in all cases, I don't see a lot of merit in having a new account and opportunity records getting created in SFDC on converting a lead record. Please note that even if you're able to convert lead records in bulk from Marketo, this would not change, you'd still end up with a dedicated account and opportunity records for each converted record in Salesforce.

 

1 reply

Darshil_Shah1
Community Advisor and Adobe Champion
Darshil_Shah1Community Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
September 12, 2023

As you'd probably know Marketo allows converting people via the "Convert Person" flow step. But, let's take a step back and understand why you want to convert lead records to contact records from Marketo. Converting a person in Marketo will result in a new account and opportunity in Salesforce. Almost, in all cases, I don't see a lot of merit in having a new account and opportunity records getting created in SFDC on converting a lead record. Please note that even if you're able to convert lead records in bulk from Marketo, this would not change, you'd still end up with a dedicated account and opportunity records for each converted record in Salesforce.