I am a new SugarCRM admin and a 10 year salesforce.com admin with a good exposure to Marketo for the last 5 years.
In my previous role, we've used the Last Interesting Moment fields in Salesforce a lot and is part of the automations we have in place. I am looking into using the same setup but with Sugar. I'm wondering if anyone's able to either sync these 3 fields (interesting moment type, date and description) into Sugar or duplicate these values as a custom field and bring it over to Sugar?
Hi Niegel,
What version of Sugar are you using an what connector ?
-Greg
We have Sugar Enterprise 7.8.2 and using Marketo Connector 3.1.3
Hi Niegel,
Then you should be able to map these fields with Sugar CRM fields.
-Greg
unfortunately its not showing on the fields avsilable for mapping
Hi Niegel,
Then, add some custom fields and a data value change campaign that copies the last IM field into the custom fields and map these custom fields.
-Greg
I think the challenge is our Marketo admin is not able to replicate the value of the interesting moment field. Do you have any steps to do this so I can share or try myself?
SugarCRM Admin -> Connector Settings -> Set Connector Properties has an option to bring interesting moments from Marketo into SugarCRM. Each moment should have date and type information. If that doesn't meet what you were looking for, please file a request with SugarCRM Support.