Correcting incorrect opt-in date-time in Marketo and CRM
Description description
Leads were uploaded into Marketo with the wrong opt-in date and time, which also synced with Microsoft Dynamics 365.
Resolution resolution
To correct the opt-in date and time, do the following.
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.
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