I have a bunch of contacts (email addresses) that are linked to the appropriate accounts in SFDC. I am wondering if Marketo can create a smart list that will send to all related contacts of the accounts I choose (e.g., active accounts I can set filters for). Is this possible? How?!
Hi @DandyTeam ,
From what I understand from your question.
You should be able to use a 'filters/fields' you have on the account as long as that information is syncing to Marketo.
Are you not seeing the expected result?
Just a tiny expansion on @Floyd_Alvares2‘s point:
For SFDC Contacts synced to Marketo, the Marketo Company Name is synced with the SFDC Primary Account Name. So a filter on one is a filter on the other.
However this isn’t going to catch Contacts that are merely related to the Account. It has to be their Primary.