Docusign / Marketo integration

Anonymous
Not applicable

Docusign / Marketo integration

Anyone have experience with Docusign / SFDC / Marketo integration? Can I use Docusign Status fields from SFDC in Marketo for Smart Lists, Campaigns, etc?

5 REPLIES 5
Grégoire_Miche2
Level 10

Re: Docusign / Marketo integration

Hi Trent,

You can use ANY SFDC field (including custom fields from Docusign) on lead, account or contact, and event opportunity to fllter / trigger your smart campaign. YOu will ned to make sure that the Marketo user in SFDC can access these fields. You can also use custom objects, provided that they are linked to leads, contacts or accounts. The custom objects need to be mapped, but that's not that complicated.

-Greg

Anonymous
Not applicable

Re: Docusign / Marketo integration

Thanks, Greg.

Do you have a resource I could refer to to learn how to map custom object?

Trent

Grégoire_Miche2
Level 10

Re: Docusign / Marketo integration

Anonymous
Not applicable

Re: Docusign / Marketo integration

Having some trouble with Marketo syncing a custom Docusign object. Any ideas? See attached image.

marketo_docusign_error.png

Grégoire_Miche2
Level 10

Re: Docusign / Marketo integration

Hi Casey,

I am not sure without being able to look in detail to your SFDC and Marketo instances, but I am afraid you are trying to sync multiple times the same object, and Marketo has an issue with it.

-Greg