Katja_Keesom

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 ...

Good point on the Custom Object vs Activity. Of course the record needs to be updateable.

I don't have any experience with those, but TwentyThree has a webinar solution that offers quite a high degree of director-style features with which you can control just that: https://www.twentythree.net/webinars

As far as I am aware there is no direct integration between the two. So you would need a middleware tool to connect the two and set up custom activities through the middleware.

When you use smart campaigns like that, technically you do not need an arrow in your model for every permutation. So for skips on the success path I think you can do without the extra clutter in your diagram. That being said, I would try to visualize possible detours as accurately as possible withou...