Paul_Drago

First, I am going to caution-- it doesn't sound like you have really worked out a strategy here yet-- and I am concerned that you are sort of jumping in head first. Do you have a lead lifecycle?  What is the criteria you are using in your lifecycle?  Do you have a scoring model? Are you using the Prospect - MQL - SAL - SQL - Customer lead model?   Have you imported a basic lead lifecycle from the Marketo library? This is an incredibly complex topic and something that people spend a lot of time tweaking-- but if you start with the Marketo Lead Lifecycle 2 (from the marketo program library) Take the 1 - Sync New Lead .  Remove the trigger and add in the following: Lead is Created Score is Changed  (if you have a scoring model) Data Change (For whatever fields you are looking for activity on)  or Program Status change Set a filter on it for whatever actions you want them to take (programs, data change-- these should match the last two triggers above) Next Click Flow There is a Sync Lead to SFDC --  I don't know the SugarCRM mechanism but I would suspect there is a Sync Lead to Sugar I want to stress here again-- if you want to take full advantage of your marketo instance you really need to make sure that you have a lifecycle that makes sense for your business and that you are moving test leads through the system-- tracking them to make sure that you are getting everything you need out of it. ... View more

Benolt, Write the URL to a field in marketo-- then do something like <a href="My.Token">Click Here to Download</a> ... View more

Josh Hill​ Ah see, I was thinking this was beyond just a simple behavior+demo score situation--  points are fairly straight forward.  It was the converting it to that Alphanumeric string that posed an interesting problem.   I assume he was sort of going for an X/Y axis approach.  (Letters on X, numbers on Y) A1 being the top right  corner I was looking at 5 AlphaNumLeadScore DemoScore AlphaNumDemoScoreBehaviorScore AlphaNumBehaviorScore Collect your Demo and Behavior score however you normally would (assuming this has been implemented) a smart campaign using conditional statements and  BETWEEN on Demoscore to assign the AlphaNumDemoScore and then same on behavior.   Merge them together on AlphaNumLeadScore. But if he has a mechanism to convert them to AlphaNum on the SF side-- then your method is 100% what he should do ... View more

I mean it looks like you want basically two different scoring models--  one that is behavioral and one that is demographic. if you use a 100 point scale -- you could say any behavior score 100-90 is A,  80-89 is B, 70-79 is C, 60-69 is D, anything below 60 is F Another score that is demographic-- same deal -  100-90 is 1, 80-89 is 2, etc. That part is straight forward (assuming you already know what you are scoring these leads on) Then in your CRM create a workflow, trigger to concatenate these two fields.  Or you could use them as token to populate a 3rd field in Marketo and do something like {{lead.DemographicScore}}{{lead.BehavioralScore}}  if you want to do this on the marketo side instead of the CRM. ... View more

Just got back to this and I used more or less the same implementation--  UploadCare widget, input the element into HTML.  Let UploadCare populate the URI.     Super Simple and clean concept-- thanks for the direction Sanford! ... View more

Hey Sanford, I'd love to see a sample integration--  I am looking at this MktoForms2 :: Uploadcare  and I am wondering if that is the sample of which you speak?  ... View more