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Hi Jeff,Each stage will get credit (tagged) if the lead passed through it based on the set up! If your sales reps are going to do that behavior as you describe above, you need to capture it in your setup/lifecycle flow.In your example: Your leads in Interested stage will bypass Lead stage (and rece...
The 'Clicks Link in an Email' trigger with ‘Link’ constraint will only show what is physically in that email (Gated Resource Email). This also does not work if you have links in a 'MyToken' placed on that email. This trigger can only work if the URL exists.This is why Marketo needs to update 'Clicks...
I have not used Dynamics so I will take a stab at it. Does your Marketo user profile have access to all areas of Dynamic objects? Is your Marketo fields correctly mapping on lead/contacts, especially when the lead is converted to a contact with an opportuinity (as you state that the lead is deacti...
We use WebEx and we have not experenced any problems. It was also the first one Marketo created an adapter for.
Hi Jen,As Kenny suggested, by adding Marketo’s ID in your custom view will now show SFDC ID when exporting but take note: The SFDC ID that gets exported will be the 18 digit ID and not the 15 digit ID if you viewed that lead/contact in SFDC. e.g. when your viewing leads/contacts in SFDC there is a d...
That's strange, talk with you SFDC admin to see if your Marketo Profile is correctly set up. If that cant be resolved there, create a support ticket. This should be there as you will get stuck when you need to handel SFDC leads and contacts diferently.
The URL your partner suggests is more likely using HTTP. You can use Marketo's 'WebHooks' feature to do this. You will require a web developer skill set for this but possible.Once a lead registers, you can trigger the WebHook to pass that lead information to your Partners database (through a URL) wh...
I Think SFDC ID is a system column view and it won't allow you to export. Try to add SFDC Lead ID and SFDC Contact ID. This will give you the ability to export your list with IDs intact.
When you're in your instance, the top of the page should show your login name with a gren arrow pointing down. Click on that and you will see 3 choices, My Account, Logout and 'About'. Select About, this is where you will see what subscription type you have.Enterprise subscription allows multiple s...