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syncing opportunity object to Marketo

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syncing opportunity object to Marketo

We've set up an SLA so that anytime a lead becomes MQL we wait 5 days and if there has been no activity logged by a sales rep, an alert is sent to Marketing and their manager.

Right now we are using the "days since last activity' custom field on the opportunity object. However, this field does not sync with Marketo. Marketo support suggested we set up a workflow in SFDC to map the field on the opportunity object to a contact field. I spoke with our SFDC admin and he says this is not even possible in SFDC.

Anyone have any experience mapping a custom field on the opportunity object to a contact field so we can view this data in Marketo?

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Level 8 - Champion Alumni

Re: syncing opportunity object to Marketo

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Level 8 - Champion Alumni

Re: syncing opportunity object to Marketo

Kelly Schmid

If by activity we mean a new Activity/Task record and this record always references the contact in the "WhoID" field of the activity, you could make this work with the following steps:

  • When the lead becomes MQL, request an SLA campaign that has a wait step of 5 days then sends the alert.
  • Meanwhile, create another trigger campaign that listens for "Activity Is Logged" and with a flow step "Remove from Flow" that removes the lead from the SLA campaign.
  • So if activity is logged, they are removed from the SLA and no alert is sent. If no activity is logged, alert fires.

Would that work?

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Re: syncing opportunity object to Marketo

Great idea, Justin! I just set this up and will see in the next few days if it's working properly.

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Level 8 - Champion Alumni

Re: syncing opportunity object to Marketo

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Level 10 - Champion Alumni

Re: syncing opportunity object to Marketo

A slightly different variation would have the SLA campaign wait 5 days, then check to see if the person is still in the Smart List for Activity Logged (or no Activity Logged), then send the Alert.

Either way is fine.