Sales Insight Email logged as Activity

Anonymous
Not applicable

Sales Insight Email logged as Activity

Is there a way to log an activity, in SFDC, when a sales rep sends an Marketo Sales Insight email? Is this automatic or do I need to set up a program.

Thanks.
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3 REPLIES 3
Itay_Billet4
Level 8

Re: Sales Insight Email logged as Activity

It can be automatic, you just need to add this to salesforce --> edit sync options (in the admin section in Marketo) - more details here: https://community.marketo.com/MarketoArticle?id=kA050000000KywECAS


Hope that helps

Itay
Anonymous
Not applicable

Re: Sales Insight Email logged as Activity

Thanks. I did try that but it isn't creating an activity in the "Activity" section, just in the Sales Insight email section.

Anonymous
Not applicable

Re: Sales Insight Email logged as Activity

Has there been any resolution around this?  We are also attempting to do the same!