Microsoft Dynamics Sync Filter: Qualify

When you want to convert a lead to a contact in Microsoft Dynamics, be sure to use this default Qualify process. Then, sync it to Marketo.

The Conversion Process

Here’s how the filters work during the conversion process.

If the lead sync filter is:	and the contact sync filter is:	This is the result in Marketo
False	False	Nothing is synced in Marketo
True	True	The contact is synced in Marketo
False	True	New contact record is created in Marketo
True	False	MS Dynamics updates lead info in Marketo but contact record is not synced

CAUTION

We only support the out-of-the-box Qualify conversion process.