Carly_Stevens2

I am trying to find the least manual way to be able to identify when someone comes in with a domain that matches an existing account in Salesforce, without having to sync that person to Salesforce. We have thousands of accounts (prospects and clients).We like to send emails from the account owner, b...

I have progressive profiling on my forms, the only field which sits outside of this, is 'Business Email Address'. We're showing 2 blank fields each time in addition. We have an 'Industry' and a dependent 'Sub-category Industry' field which, based on a value selected in 'Industry', we want to show 'S...

I am using hidden fields in my forms for populating UTM Source, Medium, Campaign and SFDC Campaign ID down from the URL parameters. Weirdly, it's working for UTM Source, Campaign and our SFDC Campaign ID and pulling those down into our respective fields, but not UTM Medium. I also tried creating a c...

Lots of questions:Can you only progressively profile someone if they return to the same form? Or, does it work when they return to any form so long as they've filled one out before?If it only works returning to the same form. How can we manage form fill redirects? We're trying to make the switch to ...

Hello - we often want to send communications out from our Sales Owners to make them a little more personalised than our HTML marketing emails. How can we identify when a new lead comes in, but is from an existing client account? And then, from there, how can we then assign them an Owner (so that we ...

Looking for a bit of best practice from anyone who has done something similar..We want to combine some of our prospect scoring/engagement alerts with data fed through from Salesforce.Scenario 1: we want to alert a sales rep if someone from an account with an opportunity (all stages including lost - ...

Hello - we noticed Hubspot has the functionality for people to book in a meeting/demo with a salesperson off the back of a simple email link. Does Marketo offer anything similar? Is there an add in that does this?Looks like this:

We're looking to move away from localised forms towards global forms to enable progressive profiling, make it easier to update everything in one place, and quickly.Struggling with this though - so we'll have one form for all lead gen initiatives. We currently embed our forms on WordPress pages (we a...

I've been looking into implementing a lead scoring model whereby only leads that hit a score of 100 will be pushed into the CRM for follow up. All fine. However, we do all of our campaign reporting in Salesforce - so whenever someone fills out a form to download content, or attends an event (pre a s...

Context: in order to sync a lead from Marketo to SFDC, it's quite straight forward with a simple 'sync to Salesforce rule'. For Salesforce to Marketo, we control who syncs down (due to database limits). We do this by using a field called 'Marketing Verified' - only if this is checked, will a lead or...