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Note

Only available when integrated with Salesforce.


FYI

Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions. There are some other changes, too. Learn more.

Overview

Use this flow step to convert a person to a contact in Salesforce. You can decide who to assign the contact to, to send a notification to the owner, and to set a converted status.

Usage

1. Select who you want to assign the resulting contact, account, and opportunity to.

Caution

Converting a person in Marketo will result in a new account and opportunity in Salesforce. If you don't want duplicate accounts, use Salesforce to convert.

2. Choose if you want a notification sent to the owner or not.

3. Select the converted status.

 

And there you go!