Opportunity Influence Analyzer: adding leads from Marketo to Opportunities in SFDC

Katherine_Dolso
Level 1

Opportunity Influence Analyzer: adding leads from Marketo to Opportunities in SFDC

Hello.
Does anyone have any best practices or experience on how to automatically add marketing-qualified leads in a RCM in Marketo to existing opportunities in SFDC? I want to be able to see all the leads at a company (and their activities) that may have influenced an opportunity but need to make sure they are listed as contacts in SFDC for that opportunity. And I am not sure I can rely on the sales team to always add them to the opportunity.

thanks!
Katherine
1 REPLY 1
Josh_Hill13
Level 10 - Champion Alumni

Re: Opportunity Influence Analyzer: adding leads from Marketo to Opportunities in SFDC

So you want to add a Contact Role to an Opp?

This has to be on the SFDC side. You could work on a trigger in SFDC to do this somehow.