This is a part-time, 2-month engagement requiring US shift (night shift IST) availability.
Workato Integration Setup
CRM (Microsoft Dynamics) → Marketo sync based on email address and last-updated date flag
Microsoft Dynamics CRM → Bluecore integration
ERP/Billing System → Workato (method - REST API or scheduled export - to be confirmed)
Unsubscribe data warehousing via Workato (destination TBD)
Data Ingestion & Field Management
Sync logic to identify and categorize active customers, billing contacts, and prospects from ERP
Add additional contact fields to Marketo as required
Support manual CSV imports for data outside integrated systems
Sync history logging and error flagging with failure reasons
Deduplication & Data Quality
Deduplication rules matching on email address across CRM and ERP
Email format validation and optional email verification service integration
Configurable matching thresholds - no engineering changes required for updates
Segmentation, Suppression & Frequency Rules
Dynamic saved segments in Marketo and Bluecore that auto-update as records change
Auto-suppression of unsubscribed/opted-out contacts from all exports
Cross-platform contact frequency rules between Marketo and Bluecore to prevent over-messaging
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