Team,
What are the different possibilities by which we can sync Marketo campaigns to salesforce?
Thanks in Advance!
What's an example of what you're trying to achieve?
Hi,
Suppose if I have created a campaign in Marketo and I want that campaign to sync with Salesforce campaign.
What are the different options available in Marketo to do that?
Thanks,
-Maynk
hi Mayank Patel, Assuming here you're trying to sync Marketo program to a SFDC campaign..
You can sync via the Marketo program level, directly in the Summary section...
... or in the Setup tab, you can drag SFDC Campaign Sync over
You can also sync via a Smart Campaign through these Flow steps
If you're attempting to use SFDC flow steps and want to create SFDC campaign(s) from Marketo, you will need to...
1. "Create New" from the Salesforce Campaign Sync feature in the Marketo program,
2. wait about 5-15 minutes (depending how long your sync is)
3. in SFDC, verify the newly created SFDC campaign has all your Marketo campaign statuses are synced over correctly
4. in Marketo program, disconnect your SFDC campaign by clicking the synced campaign and selecting "None" and save
Hi, I know this is an old post, but wondering if someone can help with this process? I sync my campaigns from Marketo to Salesforce by creating "new" each time, however the status that is being selected in Salesforce upon creation is an old status that is currently deactivated in Salesforce. Does anyone know how to change the default to an active Status for ALL new campaign creations? Thanks in advance.