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Re: Sales Insight Email logged as Activity
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Anonymous
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03-06-2013
09:28 AM
03-06-2013
09:28 AM
Sales Insight Email logged as Activity
Is there a way to log an activity, in SFDC, when a sales rep sends an Marketo Sales Insight email? Is this automatic or do I need to set up a program.
Thanks.
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Itay_Billet4
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03-06-2013
11:41 PM
03-06-2013
11:41 PM
Re: Sales Insight Email logged as Activity
It can be automatic, you just need to add this to salesforce --> edit sync options (in the admin section in Marketo) - more details here: https://community.marketo.com/MarketoArticle?id=kA050000000KywECAS
Hope that helps
Itay
Anonymous
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03-07-2013
01:40 PM
03-07-2013
01:40 PM
Re: Sales Insight Email logged as Activity
Thanks. I did try that but it isn't creating an activity in the "Activity" section, just in the Sales Insight email section.
Anonymous
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05-19-2014
10:26 AM
05-19-2014
10:26 AM
Re: Sales Insight Email logged as Activity
Has there been any resolution around this? We are also attempting to do the same!