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Hi Cecile: I think Kenny is referring to using the Form Embed Code, not the actual form HTML.Go to your Design Studio - Forms, and select the form you want to embed in your Drupal page.Then go to Form Actions - Embed Form. It will display the Form Embed Code.Copy that code and paste it into your Dru...
Try this:
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I don't think there is any CRM that has a field type "Score" - You have to create it as a number field and let it sync into Marketo as such.Then - in Marketo, under Admin - Field Management - the field must be converted to a Score field. This can either be done by your Marketo Consultant, or by Mark...
I just had a case like this. It turned out that in the SFDC App Permissions, under "Sales", the "Convert Leads" Permission had to be checked.
Whish template did you download?If you discovered a bug, please submit a support request; ideally with screen shots and description of the device where you encountered the issue.
Usually, new SFDC fields become visible in Marketo after the next sync has started. The schema is one of the first items that are synched, before leads, contacts, accounts, etc. are updated. If you are in the Admin - Field Management, you may have to refresh your browser to see the new field.However...
Jeff nailed it.Are you still working with a Marketo Enablement Consultant? If so, as him/her about setting-up your sync to SFDC in a Sync or Lifecycle Campaign.There are two philosophies on when a lead should be synched:1. Sync all leads to SFDC immediately, but hide them from sales until they becom...
Interesting moments are not synced to SFDC - they are displayed in Sales Insight, which is a plug-in for Salesforce. However, the data still comes from the Marketo system.You can certainly create interesting moments based on the Opened Email Trigger.Keep in mind that we can't always see that an emai...
Here is the challenge: Once the field was filled-out, it will be pre-populated next time the lead visits a form -- unless it's a progressive profiling form, of course.In such cases, you need a Marketo only field to capture the information in the form, and then some logic (a campaign) to transfer tha...
Hi Colleen: Here is how I would approach this: 1. Create a custom "How did you hear about us" field in Marketo (custom fields created in Marketo will not sync to SFDC). 2. Add the field to your form 3. Create a campaign that triggers off of the form fill-out. In the flow, use a Change Data Value fl...