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Re: Can the Marketo Outlook plug-in add activity to SalesForce

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Anonymous
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Can the Marketo Outlook plug-in add activity to SalesForce

I'm trying to find out if there is a way to make the Marketo Outlook plug-in create an activity in SalesForce when we send out an email to a lead in Outlook?  Is this possible?
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Anonymous
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Re: Can the Marketo Outlook plug-in add activity to SalesForce

Nikko,

If you would like this done automatically (i.e. log a basic activity for each email), you can do this within Marketo itself.  Have a Smart Campaign that listens for a Sales Email to be sent or delivered, and then create an activity once that campaign is triggered.

0EM50000000Qy9z.jpg

0EM50000000QyA4.jpg


The plugin does not allow direct input into activities, though.

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Anonymous
Not applicable

Re: Can the Marketo Outlook plug-in add activity to SalesForce

Nikko,

If you would like this done automatically (i.e. log a basic activity for each email), you can do this within Marketo itself.  Have a Smart Campaign that listens for a Sales Email to be sent or delivered, and then create an activity once that campaign is triggered.

0EM50000000Qy9z.jpg

0EM50000000QyA4.jpg


The plugin does not allow direct input into activities, though.