Activity logging of Emails Sent logged in Salesforce

Karoline_Kneist
Level 1

Activity logging of Emails Sent logged in Salesforce

To get better insights into our Sales and Marketing efforts we are busy integrating Sales touchpoints in our buying journey. We now managed to track activities from Salesforce Tasks and Event picklists as Interesting moments in Marketo (using the Salesforce trigger Activity is logged in Marketo), which seems to work fine.

 

As a next step, we would also like to log activities in Marketo when an email has been sent to a contact or lead and has been logged in Salesforce. Our Sales team uses an Outlook integration in Salesforce which automatically logs if an email has been sent to a person. However, this activity does not seem to trigger "Activity is logged" in Marketo.

 

Does anyone happen to know how we could track emails logged in Salesforce in Marketo, automatically creating interesting moments for email sent activities from Salesforce? We do not want to track all emails sent in Marketo, only emails sent to contacts/leads logged in Salesforce.

 

Thanks in advance!

1 REPLY 1
Tracey_Bartz1
Level 5

Re: Activity logging of Emails Sent logged in Salesforce

This functionality is available through the MSI Outlook Plugin: https://docs.marketo.com/display/public/DOCS/MSI+Outlook+Plugin