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Can you add a lead to a salesforce campaign if they reply to email?

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Brian_Denneny
Level 2

Can you add a lead to a salesforce campaign if they reply to email?

Hi All,

I have a nurture stream set up in my marketo instance which is working well. The stream is made up of emails pushing the recipient to fill out a form on our website (which in turn adds them to a salesforce campaign) or emails from a sales rep asking them if they have time to chat. For the latter type of emails which come a sales rep's email and ask them to set up time for a chat we don't have any links or forms for them to fill out. The recipient would simply hit reply and then speak to the sales rep directly.

This makes tracking these nurture emails very difficult. I was wondering if it is possible to add a lead who received one of these "meeting request" emails to a salesforce campaign when they reply to the automated meeting request email.

Please let me know if any of you have insight on this.

Thanks!

Brian

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Anonymous
Not applicable

Re: Can you add a lead to a salesforce campaign if they reply to email?

Hey Brian,

There isn't an automated solution but if you have the Sales Insights Mail add in there's a 'Log with Marketo' button that will associate replies with the lead record.

Ashita

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6 REPLIES 6
Grégoire_Miche2
Level 10

Re: Can you add a lead to a salesforce campaign if they reply to email?

Hi Brian,

Yes, you can them to an SFDC campaign manually, but there is no automated way of doing it.

-Greg

Brian_Denneny
Level 2

Re: Can you add a lead to a salesforce campaign if they reply to email?

Thanks. How do I see if they replied in marketo though?

Grégoire_Miche2
Level 10

Re: Can you add a lead to a salesforce campaign if they reply to email?

You don't. Reply is something that is bewteen email servers  and does not go through Marketo, so Marketo has no way to know.

-Greg

Anonymous
Not applicable

Re: Can you add a lead to a salesforce campaign if they reply to email?

Hey Brian,

There isn't an automated solution but if you have the Sales Insights Mail add in there's a 'Log with Marketo' button that will associate replies with the lead record.

Ashita

View solution in original post

Brian_Denneny
Level 2

Re: Can you add a lead to a salesforce campaign if they reply to email?

Thanks Ashita. Will this need to be done by the rep via the sales insights in marketo? Or set up in marketo?

Anonymous
Not applicable

Re: Can you add a lead to a salesforce campaign if they reply to email?

It would need to be done via the rep in Sales Insights. You'd also need a smart campaign in Marketo that's triggered on receiving the sales email in order to add them to a SF campaign.