Brian_Law_MKTO

Creating a Microsoft Dynamics Data/Field Dictionary

by Brian_Law_MKTO 06-11-2022

A team member asked me if there was an easy way to create a data/field dictionary for a Marketo/Microsoft Dynamics native integration and unfortunately there isn't. In this article I will explain how to understand the field mapping between Microsoft Dynamics (MSD) and Marketo. When you export all t...

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Re: Instructions for Creating a Custom Sync Rule

by Brian_Law_MKTO 08-30-2020

Hi, yes the article applies for whenever you don't want all records from SFDC to sync to Marketo.

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Re: Tips for Integrating with Microsoft Dynamics if You've Already Bee...

by Brian_Law_MKTO 05-31-2020

Hi, when you merge records together the following things may happen: 1) program membership is merged and the surviving record may be added for the first time 2) score is transferred from losing to surviving record 3) a data value may be change on the surviving record.

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Tips for Integrating with Microsoft Dynamics if You've Already Been Us...

by Brian_Law_MKTO 05-20-2020

Here’s a few tips if you’ve been using Marketo as a standalone system and are now planning to integrate with Microsoft Dynamics. Please note the following tips are for integrating with MSD using Marketo’s connector.Check in the Marketo Admin area for the CRM icon. Contact your CSM if you don't see t...

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Re: Merge a Marketo Field with a Microsoft Dynamics Field

by Brian_Law_MKTO 05-20-2020

Yes, the Marketo only field can’t be used (aka “In Use”) at all to merge it with a MSD field. You have to remove the field from the Smart Campaign, Smart Lists, etc.If you look in Admin -> Field Management and you select the Marketo only field it will show everywhere it’s being used.

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Merge a Marketo Field with a Microsoft Dynamics Field

by Brian_Law_MKTO 05-18-2020

If you've been using Marketo as a standalone system and have created custom fields, once you've integrated with Microsoft Dynamics (aka MSD) you may see similarly named fields sync into Marketo. Merging fields is a trick Adobe support and services can do to combine a Marketo only field with a MSD fi...

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Re: Instructions for Creating a Custom Sync Rule

by Brian_Law_MKTO 06-20-2019

Hi Emily, I've been sick and been slow to catch up on questions. One way to handle a custom sync rule without a SFDC workflow rule would be to set the value of the custom field using Marketo. This option will work as long as you don't have a large volume of records syncing daily, say less than 10,00...

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Re: Program Membership Date Best Practices

by Brian_Law_MKTO 04-15-2019

Hi Justin, I clarified my article by stating I meant importing a CSV to the program membership tab. Thanks!

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Setting Up a Zapier Integration Between Marketo and Eventbrite - Part ...

by Brian_Law_MKTO 03-29-2019

Marketo Program Setup for a Zapier/Marketo/Eventbrite Integration along with a few tips.Eventbrite Event SetupCreate an event in EventbriteNote the Eventbrite Event IDYou can find the ID in the URLThe ID will be used to setup your Marketo smart campaignMarketo Program SetupCreate a Marketo program t...

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Setting Up a Zapier Integration Between Marketo and Eventbrite - Part ...

by Brian_Law_MKTO 03-28-2019

Steps I used to create a Zap in Zapier for a Marketo / Eventbrite integration along with a few tips.Eventbrite Event SetupBefore you create your first Zap you should create your event in Eventbrite.Create a Zap Triggered Based on a Person Registering for a Specific EventThe following are instruction...

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