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Hello everyone, looking for some help and opinions here please. We are switching our CRM from a custom built one (integrated very well with Marketo) to Dynamics 365 CRM. That's fine, it makes sense for us, and I have been looking at the integration with Marketo. Then, the Microsoft partner started p...
Hi Troy, You've probably already found this, but the Marketo docs I believe you need are here: https://developers.marketo.com/rest-api/bulk-extract/.We had a similar use case, and our developer used Bulk Extract to add Marketo activity data to our data warehouse, and we then created the reports in P...
Thanks Jay, you've been very helpful. It will probably be the new year before we do this, but I'll be back here to update and mark complete when its sorted.
Hello Jay, thanks for the detailed response.What do you plan to do specifically?We would want to run them through a smart list. There would be a few filters, and then the flow step would be to add them to a list. From the static list, they are picked up by our middleware and added to our CRM as lead...
Thanks Sanford,As we haven't finished development yet, we can still change how we do this, especially as we need the CA's for other things anyway.Custom objects didn't look right to us from what I read, for 'purchases' or similar things, activities seemed to be a better fit.Ignoring what we have alr...
Sanford Whiteman Jay Jiang you have both been very helpful on my questions in the past - do you have any suggestions here? Or is the question not clear enough?
Scenario:We are developing a system in Marketo that checks website product pages that our customers visit (Can Marketo identify specific information (i.e. product sku) on a webpage ) to products that our customers have ordered, or been quoted, in a certain timeframe (Whats the best way to store orde...
We track 'products purchased' using a custom activity. It would be very useful if we could add a new record to a custom object when custom activity is logged (if it meets certain criteria).I had hoped it might be a flow step in smart campaigns, but can't see this when I tested it.Any ideas for this,...
Perfect, thanks Sanford, appreciate your help with this. And no, we don't bother to support older than IE 11.
Thanks very much for your input, Lauren. I'm going to do try with custom objects first and see how we get on.