Is there a "best practice" set up for the Cvent - Marketo integration? Basically, should the set up look a certain way? Is it static for everyone or are there unique attributes to consider? Basically, I am trying to figure out how to make sure that we are receiving the data from our Cvent national events without requiring a list import. Any suggestions?
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There’s no inherent connection between Person-level custom fields and CO-level custom fields. That wouldn’t make sense, it’s one-to-one vs. one-to-many!
The only way you can simulate a connection is by using a Smart Campaign to read a field from one of the person’s CO records and write a corresponding field on the Person. Although as noted above, you can’t simply Change Data Value to a token, you need to have choices (“if a CO record exists with Field A⩵ABCDEF and Field B⩵123456, then set person Field C=123456”). In general, there’s something wrong with your architecture if you’re putting together lots of campaigns like this.