Level 10
Joined the community 07-12-2010
Level 10
San Francisco, CA
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Or if you simply want to send out an email based on your existing HTML (and not create a new template), use the Replace HTML function.
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Itay, I'm fairly sure the "Sync Lead to SFDC" will have to be completed before it moves on to the next flow step. To be sure, I would test it.Jep
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How about this?You will have to add all progression statuses that contain "Not in Program"
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You could do that through a workflow or custom trigger in Salesforce.Of course, if you add sales insight to the Account and Opportunity page layouts, you will see the sent emails i...
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Just to add an obvious note: if a duplicate Lead is only in Marketo, you will have to merge it in Marketo (because at least 1 of the duplicate leads is not in SFDC).Jep
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Hi Jason,I assume you want to use a field value that is on the Partner's lead record in Marketo to build this URL, correct? If so, you want to put a form on that page that includes...
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Dan, The munchkin API is pretty limited. You can however log any string as the web page URL, as long as it starts with a "/". It doesn't actually have to be a URL. So you could log...
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Yes, loading a Market-hosted form via an iframe will pre-fill. That would also be an option for the partner.Jep
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Yes, this will work. Optionally, you can add the Munchkin code to the partner's page, but this is not required.@ Jodi: a Marketo form on a non-MArketo page will never pre-fill. Onl...
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@ Jessie: just note that if you delete records in Marketo but not in SFDC, they will flow back into Marketo whenever the record is updated in SFDC. Unless you set up criteria-based...
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