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You do not need this. Just sync to SFDC and assign the contact to a lead queue and this will create a new lead.It's really not recommended, though.-Greg
Hi Yifat Danieli ,You will have to separate the fields used for data entry on forms from the fields you use to store the data, that sync with the CRM. Then you will have to create the logic to exchange information between the 2 fields. For the later, the best it to use webhooks, that can implement a...
Hi Justin Cooperman,The truth is that it has been a long time Marketo has not released any of the top ranked ideas from this community, and we have been awaiting Sky and its promises for a very long time, especially with regards to the possibility Sky offers about fixing many of the small bugs that...
HI Sean Richards,I did. We recommend the usage of Flows in Salesforce, that enable to create wizards without having to code. The the wizards can have multiple steps, ask questions conditionally to previous answers, and fire multiple updates. For example we will create a "qualify lead" wizard that w...
On top of Sanford's reply, which is that the template is your responsibility, Gmail has specific constraints with regards to responsive design. Until very recently, Google would not support media queries, because they were promoted by Apple...So it also all depends on the version of Android or gmail...
Way steps do not show in the calendar, only the smart campaign start date / time does.Quite often, it's better to use multiple batches rather than 1 smart campaign with multiple wait steps. It will enable you better control, better reporting. -Greg
Hi David,Indeed, not synch'ing new leads to SFDC is not such a good idea. People do this because they fear they will overwhelm sales in SFDC with immature leads. The best way to set this up is to create various lead queues in SFDC and assign the leads to the queues based on lead maturity. You will a...
Hi Nancy,No, currently, the LAR will only fire once, on lead creation and will not fire again when the lead is updated nor when the lead owner is changed.Vote here: https://nation.marketo.com/ideas/7524 -Greg
There are some limitations, though: the SFDC LAR will only fire on lead creation. Vote here: https://nation.marketo.com/ideas/7524 and look into the idea to get a workaround.-Greg
Hi Daniel,Account backup name is equivalent to SFDC Type is contact, in fact. Just easier to understand in the context of this smart campaign-Greg