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Hey Jamie - we are also having this issue, except we did get it connected and it's been working fine for the past year. However, in the past two weeks it has completely broke and now like you said is only updating leads that already exist in marketo. If that's how the "integration" works then it's n...
This worked perfectly Devraj Grewal -- thank you so much for the assist on this! Ray
Hey Devraj Grewal I'm still not seeing this batch trigger appropriately. When I look at my list in salesforce of opportunity contacts who should be on this list and compare it to those not on the list I'm not seeing any striking similarities. I have the batch campaign set up to run everyday at 7PM....
Grégoire Michel I definitely agree that modifying the SFDC setup to no allow opptys to be created/closed/moved stages without these types of roles is best practice, we're definitely moving in that direction but haven't got the buy in from management as to the necessity of making it required. My hop...
I think I understand why I want to move to a batch campaign...yes the field is in Salesforce my understanding is: the trigger would require the rep to have added the OCR to to oppty before the closed checkbox is marked true, if they're added after even directly after they check the box these will no...
So Devraj Grewal your suggestion is that I do is add all of the parameters in my combined trigger program and make them a batch program like below: I'm new to Marketo so this entire conversation has been extremely helpful to me to understand where to use triggers and where to use batches.
Hi there, Hoping the community can help. I'm trying to set up a smart campaign to automatically send an email to a closed won opportunity 24 hours after an opportunity is closed won. The business case is as follows: We have an administrator contact role on each opportunity that acts as the implement...
Has anyone figured this out? Seems like a pretty baseline ask from a Marketing Automation system but it appears as though not all of my contacts are passing through to the triggered smart campaign and being put on the list for the email to send. I've tried Marketo support, but as usual they wer...
I just started at my company and am trying to speak with someone who has first hand experience migrating from Pardot to Marketo. Our company uses Marketo but we acquired a company that uses Pardot. Our Pardot contract is up in January and we do not want to continue paying for two MAPs. Has anyone do...