Correcting incorrect opt-in date-time in Marketo and CRM
Issue
Leads were uploaded into Marketo with the wrong opt-in date and time, which also synced with Microsoft Dynamics 365.
Solution
To correct the opt-in date and time, do the following.
Update information in Marketo.
CRM Sync
Additional Steps
Update information in Marketo.
- Prepare and upload a corrected list for the leads.
- Confirm the opt-in field in Marketo is not blocked from updates.
CRM Sync
- The corrected data in Marketo will auto-sync with Dynamics 365.
- If auto-sync fails, manually update the opt-in dates in the CRM.
Additional Steps
- Check for any automated actions triggered by the wrong data and rectify them If needed.
- Confirm data accuracy in both systems after updates.
- Back up data before mass updates to prevent data loss.