Re: Is there a way to push activity and copies of emails to Sales Force?

Anonymous
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Is there a way to push activity and copies of emails to Sales Force?

Our sales team would like to see the latest marketing emails sent to their leads. Is there a way to attach a copy of an email and have it show up some place in Sales Force?
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Anonymous
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Re: Is there a way to push activity and copies of emails to Sales Force?

Marketo sales insight is an add on that will display the emails sent in Salesforce. http://www.marketo.com/global-enterprise/marketo-sales-insight/ It will also show clicks and interesting moments!
Anonymous
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Re: Is there a way to push activity and copies of emails to Sales Force?

You can also get most of this functionality by changing the settings in Marketo:

Admin > SFDC > Activity Sync: select the email options.

I don't think the activity will show the entire email, but it will show the Subject and Timestamp.
Anonymous
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Re: Is there a way to push activity and copies of emails to Sales Force?

Hi, Kaitlynn!

Also, note that SFDC users will only be able to click on and see the full email if you enable this on a per email basis.  To do so, edit the email you'd like them to see.  Then click on Edit Settings > Publish to Marketo Sales Insight.

Hope this helps!
Anonymous
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Re: Is there a way to push activity and copies of emails to Sales Force?

Thank you for all your help!