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Sales Insight Email links to Account/Opp
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Anonymous
Not applicable
03-06-2013
09:22 AM
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03-06-2013
09:22 AM
I know when you send an email through Marketo Sales Insight it logs as an activty (in my case to Salesforce). Is there a way to have it linked as an activity under the account/opportunity as well?
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Jep_Castelein2
Level 10
03-06-2013
11:42 AM
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03-06-2013
11:42 AM
You could do that through a workflow or custom trigger in Salesforce.
Of course, if you add sales insight to the Account and Opportunity page layouts, you will see the sent emails in the Sales Insight panel.
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