Aug 26, 4:00 – 5:00 PM (UTC)
Join Charlie Oakham as he shares a practical way to merge and de-dupe people in Marketo when they already exist as leads...
Join Charlie Oakham as he shares a practical way to merge and de-dupe people in Marketo when they already exist as leads or contacts in Microsoft Dynamics 365. You’ll see safe merge patterns that respect Microsoft IDs, keep activity and ownership, and avoid sync surprises. He'll walk through a real customer run from quick health check to first clean-up and an always-on schedule, with early results and a simple checklist you can reuse.
JTF
Chief Marketing Technologist
JTF
Chief Marketing Technologist
BB Consulting
Director of Marketing Operations & Analytics
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