Campaign to follow up with program members in Salesforce

Anonymous
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Campaign to follow up with program members in Salesforce

Hi,

I need a bit of help/ideas here.

I have my Marketo programs for upcoming webinars, using a webinar channel with the normal program statuses for webinars.

On the other side, I need a report in Salesforce for my sales rep to follow up on all the people invited, with different statuses they will change to make the follow up easier (contacted, engaged, etc.)

At the moment I have 2 different programs in marketo, one for the webinar itself and another one for the "prospecting", synced with a Salesforce campaign and a report in Salesforce with those new statuses to follow up (different channel). I have a Custom member field called Additional Information that it's linked to a lead/contact and a campaign, can I update that field from Marketo? I can't see a way to do it as all I can do with salesforce campaigns is update status, and it doesn't show in Change Data Value because it's a campaign field, not a lead field.

Is there any easy way to do this? Maybe I'm over complicating things. Is there any way, for example, to show the result of a smart in Salesforce?

Thank you in advance.

Irene

2 REPLIES 2

Re: Campaign to follow up with program members in Salesforce

Hi Irene,

There is no way you can update that field from Marketo. This is exactly what this idea:   is about. Vote for it,

A work around would be to also create a lead and contact field in SFDC, populate that field in Marketo, then have a trigger in SFDC that takes that info a copies it to the campaign member.

-Greg

Re: Campaign to follow up with program members in Salesforce

Is there an easy way: no

But, you could do it:

1. updating the field from Marketo: you could fire a webhook from your campaign and have this fire a custom web service you've setup in SFDC to update the campaign member's additional notes field

2. showing a smart campaign result in sfdc: not the result of the smart campaign per say, but you can see the program member status on the campaign member object.  This could be bubbled up to the lead/contact if needed.

The approach Greg suggested would work too, you would just need something in SFDC to identify which campaign member to update if this is being done across more than one marketo program / sfdc campaign.

Cheers,

Ben