Level 3
Joined the community 10-10-2017
Level 3
London
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No, although we have a dedicated api-only user in Marketo, there is not a dedicated user in the CRM for the integration. I think normally the field security for this sort of thing ...
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Hi Sanford, thanks for your advice. Yes it's quite possible to do as you suggest - the fields already exist in the CRM UI so that users can view the preferences, but the sync for t...
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Thanks for commenting Jay - but for this list if the contact is on there for a couple of hours then there is an issue, so the API export won't be necessary.
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Hi Karan, thanks for the prompt response. I'm doing some testing based on your answer & will be back here in the next couple of days to mark as correct (or ask more questions )
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We use Magento 2 for our e-commerce site and when a customer sets up an online account we ask them to select their communication preferences as below.This is saved against the cont...
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So here's the scenario:As part of our (custom) integration with our CRM, we have a smart campaign that looks out for particular field changes, then adds the changed contacts to a s...
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Hi Broderick KlemetsonI've just completed a Marketo / Zoom integration & used this guide extensively - many thanks.Just one question - in your smart campaign 'Registration Flow', ...
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I was going down the incorrect route of trying to stop a campaign triggering, whereas the better route was to utilise the Choices in the Change Data Value flow steps.With your exam...
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Almost exactly a year we (hurriedly) did a few changes to our brand new Marketo instance, in working towards becoming GDPR compliant. One of the things we did was add a 'GDPR conse...
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Hi Brooke Bartos we have just had two instances linked and I'm about to start migrating some essential programs (mostly operational ones), and I came across this thread when looki...
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