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Re: can marketo create a task in salesforce?

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Anonymous
Not applicable

can marketo create a task in salesforce?

currently working on a workflow that has marketing sending the account owner of a particular opp an alert.  wonder if there's a way to create a task, rather than sending the email alert?
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Grant_Booth
Level 10

Re: can marketo create a task in salesforce?

Hi Ramon,

Yes, you can use the Create Task step in the flow of a smart campaign. This community article gives some details:

https://community.marketo.com/MarketoArticle?id=kA050000000LABaCAO

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Grant_Booth
Level 10

Re: can marketo create a task in salesforce?

Hi Ramon,

Yes, you can use the Create Task step in the flow of a smart campaign. This community article gives some details:

https://community.marketo.com/MarketoArticle?id=kA050000000LABaCAO

Tara_Petre
Level 5 - Champion Alumni

Re: can marketo create a task in salesforce?

Grant is correct, a create task step can be added in the flow of your campaign.  You can set the due date, priority and select whether you would like a notification to be sent.
Anonymous
Not applicable

Re: can marketo create a task in salesforce?

In the flow of Smart Campaign, under Salesforce there is a flow step "Create Task"

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Adam_Vavrek1
Level 9 - Champion Alumni

Re: can marketo create a task in salesforce?

Ramon, there's unfortunately no way of designating the "type" of Task, however (call, email, etc).