Hi, I'm trying to find a way to automate Salesforce Leads being added to a Marketo Campaign through Marketo Sales Insights (MSI). Is this possible?
Most of the documentation online around adding a SFDC lead to a Marketo Campaign through MSI seems quite manual -- as in, a sales rep would have manually select an individual lead or group of leads in Salesforce and hit the "Add to Marketo Campaign" button.
Is there a way I can get a certain group of SFDC leads (based on meeting a set criteria) added to a Marketo Campaign in somewhat real-time without a sales rep manually triggering it?
That's what trigger Smart Campaigns are for where you define triggers and filters and a flow (action) so when people meet the criteria, they automatically run through the automation
Please explain your use case further
If you really just wanted to bulk add records to a salesforce campaign, in classic, go to the campaign and add members (search) using filters, in lightning, create a view or report using filters and add to campaign
If either of the above still don't meet your requirements, look into salesforce workflows or apex triggers
Thanks for your reply, Jay! I'm thinking maybe trigger smart campaigns might work? Please take a look at the full detail around the situation in my reply to Andy below. I'd love your input.
Hi Lori - could you tell us a little more about your use case and what action you would want to trigger a lead being added to a marketing campaign?
Jay gave some great options on how this can be achieved through Marketo triggers, but I want to make sure there isn't more to this request that we are missing.
I am a product manager for MSI and always curious to learn more about our customers use cases.
Hi Andy, thanks! I am wanting to automatically add someone to a Marketo Campaign based on a trigger from Salesforce. Here's the situation:
We're a SaaS company and one of our main leadgen sources on our website is requesting a product demo. Sometimes, however, prospects request the demo but never book a demo time with one of our sales reps. We want to put these people into a "demo request follow up" campaign in Marketo.
What I know about MSI (I think) is that you can add a SFDC lead into a Marketo Campaign pretty easily. BUT my problem is that all the docs make it seem manual - as in you have to select a single lead or multiple leads in SFDC, and click Add to Marketo Campaign.
I'm hoping to automate this, if possible. My questions are:
1) is automating adding a SFDC lead to a Marketo Campaign possible?
2) if so, what can I trigger off of in SFDC? we have multiple fields that track demo request info, and the demo info is housed in a SFDC custom object
Can I accomplish through a "trigger Smart Campaign" as Jay suggests?
There are still some details lacking, but with what you've provided here are some options: