There are a couple of Ideas out in community regarding this item. Please vote them up.
https://nation.marketo.com/t5/ideas/custom-activity-triggers-enable-trigger-tokens-for-intere...
A few suggestions that are Marketo-native.
You can develop a formatted snippet with tokens that's styled to the rep's business card. If you are synched with Salesforce, the Rep's ...
One update that a follower shared with me on LinkedIn related to Marketo-only to Salesforce field merges where legacy data exists.
Even when you have full CRED rights in Salesforc...
One of the first things you will discover when you start working In Marketo Engage is how much your success in delivering on your revenue goals depends on your shared processes wit...
You can set up what's called a "Conditional Sync" if you want to disallow certain records from synching back to Marketo. This entails creating a boolean/checkbox field in Salesforc...
Hi - Here are some thoughts from our implementations.
I have put down here some general questions that I am hoping to get answers to; (
1) What creation method or strategy are ...
The native sync would not allow for the CRM duplicates to be de-duplicated upon sync. This is a core rule of the native Marketo to Salesforce Sync.
The custom API sync with Salesfo...
I always recommend using Smart Campaigns here because you do have more control over of the transitions.
Question: Are you capturing Job Title (FYI - I do recommend that you use lim...