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Hi Jane,Your intended solution would indeed work. However, with 6-8 emails in follow up, I am generally not a great fan of running a drip nurture with multiple (longer) wait steps and email sends. The reason is the lack of visibility per lead on where they are in the process and managing any changes...
Hi Franky, with an Email Send campaign that is not possible, so you would need to duplicate the campaign. If you want to be able to send the same email more than once a Default campaign would make that possible.
The activity sync is from Marketo to Salesforce, not the other way around so that will not help you with your challenge. In addition, I hope it makes sense to you that you cannot expect Marketo to read activities generated by Hubspot, as the format of activities will be different, assets and program...
Hello again Lakhan,I see you are encountering the complexities of migrating your MAP to a new provider. When it comes to migrating information about a lead's activities, there's a few things you can do. First of all, you need to ensure your Salesforce sync is set up (see our previous thread), so any...
It WILL allow you to sync the entire DB, including accounts, opportunities and every entity you set up to sync. So please do not go at this with manual uploads and get some proper advise on the process.
Nope, your initial sync when you connect your instances will sync the entire database. After that, it is only new records and edits.However, you can define business rules in your Salesforce instance for which records need to be synced and which ones don't by setting up sync rules.As mentioned, I wou...
Hi there, welcome to the Marketo community!When it comes to CRM integration it is most common to set up an integration instead of manually uploading your data. I see you are using Salesforce as CRM, so Marketo does have a rather easy to use and implement native integration you can set up. Besides yo...
I have indeed and based on naming conventions. But I do have to agree it is errorprone.I have used it in both scoring different forms at different Values (so in your example the form name should have "BoFu", "MoFu" or "ToFu" in the form name) and with interest scoring (so keeping a separate score de...
Looking at the error message I cannot help but start with the obvious questions:- Are you an admin in your Marketo instance?- Does the Marketo API user you created for your second Zoom connection have sufficient rights in that Zoom instance?
Michael is absolutely right, I am sure this functionality is not very widely used. I have done so once quite a while ago, but the key limitation is that the person needs to be a member of the engagement program and an actual email will be sent. So Michael's suggestion actually works equally well or ...