Docusign / Marketo integration

[Anonymous]

Anyone have experience with Docusign / SFDC / Marketo integration? Can I use Docusign Status fields from SFDC in Marketo for Smart Lists, Campaigns, etc?

[Grégoire_Miche2]

Hi Trent,

You can use ANY SFDC field (including custom fields from Docusign) on lead, account or contact, and event opportunity to fllter / trigger your smart campaign. YOu will ned to make sure that the Marketo user in SFDC can access these fields. You can also use custom objects, provided that they are linked to leads, contacts or accounts. The custom objects need to be mapped, but that's not that complicated.

-Greg

[Anonymous]

Thanks, Greg.

Do you have a resource I could refer to to learn how to map custom object?

Trent

[Grégoire_Miche2]

Hi Trent,

SFDC Sync: Custom Object Sync - Marketo Docs - Product Docs

-Greg

[Anonymous]

Having some trouble with Marketo syncing a custom Docusign object. Any ideas? See attached image.

[Grégoire_Miche2]

Hi Casey,

I am not sure without being able to look in detail to your SFDC and Marketo instances, but I am afraid you are trying to sync multiple times the same object, and Marketo has an issue with it.

-Greg