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If you click "subscribe" in the lead feed you are presented with the visual below...Question(s)1.) If I click the "web" radio button am I only subscribing to web activity for Lisa or all of my contacts? The same with "Visited multiple web pages in 1 day".2.) I understand that by clicking the radio b...
In my experience we just needed the API field name to be the same. You could have a field description that was whatever you wanted in Marketo or conversely in Salesforce as long as the API name was the same.Kristy
Josh,To confirm - by clicking "subscribe" in the Lead Feed it performs the action of adding the person to your Watch List? If yes, I'm set. I couldn't find any other documentation on what the "subscribe" functionality enabled for the sales rep. I was under the impression that by clicking subscribe t...
In the Marketo tab in our Salesforce instance we see a "Lead Feed" on the right hand side. We want that and use it. That said, when a rep clicks "subscribe" under the activity for the contact - how do they unsubscribe?I've checked product documents and it doesn't outline how you could bail from the ...
Is your issue more that you don't want to or don't want employees to have to key in information from business cards manually? You've stated that you don't use the app to check in because it's slow, don't use the form because it's a hassle, and don't want to import a list and manually add them. I do ...
Here is a related thread that I found helpful - If duplicate leads are an issue, be aware of how Marketo determines which lead is active
I'd love to hear the response that you get. We are in the same position. We have business rules in our CRM that on a nightly basis qualify Salesforce contacts for the Marketo sync. The challenge is - if you automatically change the flag to "don't sync" then Salesforce literally stops syncing and Mar...
I was told by Marketo that the activity was associated to the contacted in Marketo with the lowest numerical value in the Marketo Contact ID field.So if you had Susie Smith and Susie Smith had a Marketo Contact ID in the People Database of 1 and she also had an ID of 200 - the activity would sync to...
I just went through the same thing. We had inadvertently synced some contacts on our implementation that we didn't want after all. That said, when you turn the sync flag off or mark to no longer be synced in your CRM (Salesforce) - they 100% don't disappear from Marketo. In our case we had a few hun...
Challenge - We create an e-mail that think it looks pretty good, brand approved, and legal signed off. We load it to MSI and then a sales rep goes in to the e-mail and changes pricing or adds comments which totally aren't approved by brand/legal. Is there anything that we can do other than using ima...