12 Replies Latest reply on Feb 26, 2019 9:49 AM by Yoav Guttman

    Salesforce Events in Marketo?

    Yoav Guttman

      Is it possible to see Salesforce events and fields that live in events in Marketo so I can use those fields to run campaigns?

          • Re: Salesforce Events in Marketo?
            Yoav Guttman

            Thanks. i dont think thats exactly what i am talking about.

            What i mean is looking at SFDC Event fields and triggering marketo actions based on that, e.g. when a salesperson logs a call, i want to trigger a campaign based on that action based on the Event Field Type. For us, thats Call - Connected, Call - LVM, etc.

          • Re: Salesforce Events in Marketo?
            Loren Posendek

            Hi Yoav, you can use the 'Activity' triggers for this - SFDC Sync: Activity Sync - Marketo Docs - Product Docs. By default, the 'subject' is the constraint, so you'd have to ensure that your reps are using standard labels for each activity type. There are some other constraints that you can use to get more targeted, too. Hope that helps!

              • Re: Salesforce Events in Marketo?
                Yoav Guttman

                We can subject, but we cannot see the Activity Type field (which I believe is standard in SFDC). Any ideas?

                  • Re: Salesforce Events in Marketo?
                    Trevor Parsell

                    Hey Yoav,

                     

                    Here are the available marketo triggers and constraints for creating action based on SFDC activity. Like Loren mentioned, we usually will use standard key words in the subject to trigger activities for example "Activity is logged and subject starts with 'Call '".

                     

                     

                    Thanks!

                    • Re: Salesforce Events in Marketo?
                      Loren Posendek

                      I don't believe you're able to trigger off of activity type, unfortunately. A workaround would be for your sales team to list the activity type in the subject line with some sort of standard naming convention.

                        • Re: Salesforce Events in Marketo?
                          Yoav Guttman

                          Yes, we are trying to do that, but automating it would be easier than asking our sales reps to change their habits, as I am sure you know.

                           

                          I find it surprising that the only solution here is in the hands of the reps using (and remembering) a naming convention. There must be a better solution...after all, if a rep speaks someone after a webinar, is it so crazy to send a different message to that type of prospect vs someone who they did not speak with?

                           

                          Inga-test test - maybe we can discuss at the next NYMUG?

                            • Re: Salesforce Events in Marketo?
                              Gaines Murfee

                              What about this: Create some logic in SFDC (probably using a process builder) that updates a field on the lead/contact object. Give unique names to those values (you could use like call-connected and call-left voicemail) and have them update based on values from the SFDC Event. That data value change will be pushed into Marketo on the next sync, Marketo will see it happen, trigger off of it, and then you can do whatever you want in Marketo.

                                • Re: Salesforce Events in Marketo?
                                  Yoav Guttman

                                  it's funny, because i am back on this article, still with no solution, specifically trying to figure out how to trigger an email alert to someone other than the meeting owner when it is Booked By Prospect in Chili Piper. We've tried setting up in SFDC, but...it has not gone smoothly and I am thinking there must be a better way given the bi-directional sync between SFDC and Marketo... Gaines Murfee - any thoughts?

                                • Re: Salesforce Events in Marketo?
                                  Raj Jain

                                  Yoav Guttman what happened with this. I am trying to the same- using the SFDC Task and/or Event type activities.

                                   

                                  I agree subject constraint is not enough. That what we are using right now. but as we introduce different sales tools like Gong and Salesloft it would be great to track and trigger based on that sales activity using Marketo.

                                   

                                  Can we add a custom "Activity" type field in Marketo that synch to SFDC? Did you find a solution to this?

                                    • Re: Salesforce Events in Marketo?
                                      Trevor Parsell

                                      Hey Raj Jain and Yoav Guttman

                                       

                                      The method that Gaines Murfee mentions above should accomplish what you are looking to do. It will require a basic understanding of Process Builder in Salesforce but once it's setup it can automate the triggering of Smart Campaigns based on Event Type in Salesforce. This is something I've run into a few times so you aren't reliant on Sales Reps to enter the correct subject line for events.

                                       

                                      1. Create a new custom field on leads in Salesforce with a name like "Last Event Type"

                                       

                                      2. Go to Process Builder and set up a Process that is triggered when an event is created or updated

                                      3. Configure the process so that each time the "event type" changes, it updates your "Last Event Type" field on the related lead.

                                      NOTE: Make sure you have full access to the "event type" field on the Event object if you aren't seeing it as an option.

                                       

                                      Criteria

                                      Update

                                       

                                      4. Test that your new custom field is being updated in Salesforce and make sure that it's mapped and syncing with Marketo.

                                       

                                      Once all of this is in place, you should be able to trigger smart campaigns off the new field. Let me know if this works for you or if anyone else has found a better way to accomplish this.

                                    • Re: Salesforce Events in Marketo?
                                      Christina Zuniga

                                      What we did is remove the "Subject" field so the sales team couldn't see it. Marketo can see standard fields from Tasks but not most custom fields.

                                       

                                      Then we put a custom field (a picklist) that lets them choose "type" and we made a workflow in SFDC that took custom type and connected it to subject. Marketo then triggered off of subject. This allowed us to have a 'pretty' interface with nicer naming and we didn't have to worry about Sales using naming conventions. Instead they could choose from a custom picklist.

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