Create Interesting Moment with name of Marketing List (Microsoft Dynamics)

Danielle_Wong
Level 8 - Community Advisor

How can I create an interesting moment to be created in Marketo when someone gets added to Microsoft Dynamics Marketing List? 

3 REPLIES 3
reetusharmaGrz1
Level 3

Hi @Danielle_Wong 

 

Below is the list you'll need to complete this task.

- Access to Microsoft Dynamics and Power Automate

- A custom field in Dynamics

Field Name: Added to Marketing List

- Marketo synced with Dynamics

 

Create a Power Automate Flow :  When a record is added to a Marketing List then Set the custom field to Yes

 

Once the contact is updated, Dynamics syncs with Marketo (usually within 5 minutes), and your Marketo Smart Campaign will pick up the change and log the Interesting Moment.

 

Thanks

 

 

Danielle_Wong
Level 8 - Community Advisor

Thanks for the this outline of the process! To confirm, will the name of the Marketing List be carried into the Interesting Moment description? 

reetusharmaGrz1
Level 3

Hi @Danielle_Wong 

 

By default, the name of the Marketing List is not automatically carried into the Interesting Moment description in Marketo—unless you explicitly pass it

 

Thanks