When a contact is created or updated in Dynamics 365, the configured webhook for Dynamics 365 triggers the process. The process checks whether the email for the Dynamics 365 contact exists in Marketo. If the email for the Dynamics 365 contact doesn't exist, the process displays an error.

The process then checks whether the contact has an associated account. If the Dynamics 365 contact contains account information, the process creates a lead in Marketo with company information. If the Dynamics 365 contact doesn't contain account, the process creates a lead in Marketo without company information.

The process then searches for leads by the email in Marketo and creates or updates the leads based on the search results.

The process requires webhook configuration in Dynamics 365.