Can I create a task on the opportunity level in Salesforce using Marketo?
Hello,
I'm currently running a campaign in Marketo and I would like to log a task/activity to the opportunity instead of the contact in SF. Adding the "Create Task" filter in the flow action of a smart campaign will add the task/activity to the contact... so that didn't work for me. Is there any way I can use Marketo to do what I'm looking for?
Re: Can I create a task on the opportunity level in Salesforce using Marketo?
Hey Andrew,
Unfortunately you cannot. Marketo can really only see Opps, but has no ability to change/add to them. The only way I could think of is an elaborate process involving Mkto and SFDC flow steps with custom fields.