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Sales Insight Email links to Account/Opp
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03-06-2013
09:22 AM
03-06-2013
09:22 AM
Sales Insight Email links to Account/Opp
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
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03-06-2013
11:42 AM
03-06-2013
11:42 AM
Re: Sales Insight Email links to Account/Opp
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.