SOLVED

Re: can marketo create a task in salesforce?

Go to solution
Anonymous
Not applicable
currently working on a workflow that has marketing sending the account owner of a particular opp an alert.  wonder if there's a way to create a task, rather than sending the email alert?
Tags (1)
1 ACCEPTED SOLUTION
Grant_Booth
Level 10

Hi Ramon,

Yes, you can use the Create Task step in the flow of a smart campaign. This community article gives some details:

https://community.marketo.com/MarketoArticle?id=kA050000000LABaCAO

View solution in original post

4 REPLIES 4
Adam_Vavrek1
Level 9 - Champion Alumni
Ramon, there's unfortunately no way of designating the "type" of Task, however (call, email, etc). 
Anonymous
Not applicable
In the flow of Smart Campaign, under Salesforce there is a flow step "Create Task"

0EM50000000SroX.jpg
Tara_Petre
Level 5 - Champion Alumni
Grant is correct, a create task step can be added in the flow of your campaign.  You can set the due date, priority and select whether you would like a notification to be sent.
Grant_Booth
Level 10

Hi Ramon,

Yes, you can use the Create Task step in the flow of a smart campaign. This community article gives some details:

https://community.marketo.com/MarketoArticle?id=kA050000000LABaCAO