HI Marielle, There are a couple areas I would start with in trying to identify the specific issue: How are you controlling the sync of Marketo records to SFDC currently? A common misconception is that because you've established the sync, records will automatically flow between systems without issue. This is mostly true, but in the context of new records entering Marketo first, they do NOT automatically sync to SFDC unless you tell the system to do so. This is done in one of two ways - the first being a smart campaign that has a 'sync to SFDC' flow step and is triggered as new leads are created in Marketo. The second is if you're utilizing the Marketo Program to SFDC Campaign sync, leads will sync to SFDC automatically as you add them as members of programs. If you have the necessary pieces in place to sync the records as they are created, I would then suggest testing the form with dummy lead and then review the activity log to see what else might be occurring. From there, you should have the ability to see if the sync is failing and if so, for what reasons. I can throw out some other ideas if neither of the above do the trick, but those are the two most common ways I troubleshoot when working with clients who have similar problems. 9 times out of 10 you can review what IS or IS NOT happening in the activity log to get to an answer, so I tend to start there.
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Stephanie, To Darrell Alfonso's point, what specifically do you mean by 'link'? As he mentioned, you can certainly customize the Subject and Comments information to give the necessary information around why the task was created. I'm assuming that these tasks are assigned to either a sales or inside sales individual for follow up, in which case you can add whatever level of detail you need in the task creation flow step. Is there any other relationship you're trying to create other than providing the specific campaign name? Also, are these tasks created at a Global level, i.e., one smart campaign is listening for specific events across multiple programs, or are these task creation flow steps used within individual programs?
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