Popping up different Dynamic Chat dialogues for known SFDC Contacts vs. SFDC Leads is a basic ask. It’s a smidge trickier than you might expect, though, for 2 reasons:
(1) you can’t sync SFDC Type from Marketo to the DC database
(2) you can’t sync SFDC Is Deleted, another key component
Don’t worry, it’s still easy.
Mirror SFDC Is Deleted
Create a custom Boolean field SFDC Is Deleted Mirror. Keep that field updated with a simple trigger campaign:
Sync SFDC Contact ID, SFDC Lead ID, and the new mirror field
With the mirror field in hand, you have everything you need to reproduce SFDC Type in Dynamic Chat:
Build your audience criteria
Now you can match SFDC Contacts:
And SFDC Leads:
Not too intimidating, right?