Chelsea_Stinnet

Chelsea_Stinnet

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Date Last Visited
‎04-12-2024 11:49 AM
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Joined the community 17-11-2016
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Client Strategy at MERGE
Kansas City
  • Re: Send Sales Insight Deliverability Feedback to Reps

    How I'm interpreting this is if a lead has "email invalid" in Marketo (from spam blocking or unsubscribing) and a sales person sends them a Sales Insight template from either DCRM or Outlook, will they will not receive the email. Is this true?

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  • Re: Does the "click link" trigger work for attachments?

    Hi Gregoire,It wasn't a Marketo email that was sent, it was a sales email which used the "send and track" feature with the Marketo Sales Insight Outlook plugin. We also use MSD though. We have an interesting moment campaign that alerts when someone "clicks link in a sales email". I'm wondering if th...

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  • Does the "click link" trigger work for attachments?

    A sales person just asked if someone "clicks link in email", could this mean he clicked on the attachment of the sales email he "set regarding" to the contact with Marketo Sales Insight. Does anyone know if this trigger works for attachments?

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  • Re: Adding contact records to Microsoft Dynamics CRM

    Thanks! If I perform this action and the contact already exists in CRM, will it add the activity to the existing record? It's been adding duplicate lead records when the contact record already exists. Even when I selected the Contact Type as Contact.

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  • Adding contact records to Microsoft Dynamics CRM

    Our Marketo instance syncs with Microsoft Dynamics CRM, which uses both lead and contact records for prospects. The way my sales team works out of CRM is the ISRs handle leads and the Sales Directors handle contacts. When I'm entering in trade show leads I need to have them sync over to CRM as conta...

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  • Re: Unable to map custom CRM fields in Marketo webhook

    To follow up, I still have not gotten this to work. The field that showed up before was a Marketo field I created, but is not showing up in CRM. The field created in CRM is the one I need, which is not showing up in the fields drop down. Here's another example which does not have one of my test Mark...

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  • Re: Unable to map custom CRM fields in Marketo webhook

    OK, I'll try that. Thanks for your help!

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  • Re: Unable to map custom CRM fields in Marketo webhook

    Thanks, Rajesh. I'm hesitant to use the Field name because this Marketo doc says to use the Soap API name. Am I missing something? http://developers.marketo.com/webhooks/response-mappings/

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  • Re: Unable to map custom CRM fields in Marketo webhook

    This is the field that was created in CRM and then synced to Marketo. I exported my field list and the Soap API Name is "new_zifirstname".When I edit the Response Mappings in the webhook area, and try searching for "new_z" to pull up this field, it does not show up as one of my options. Am I missing...

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  • Unable to map custom CRM fields in Marketo webhook

    I'm implementing ZoomInfo and creating a webhook to map the ZoomInfo data to the fields we've created i.e "ZI First Name" so we don't override the data they have inputted themselves in the form. Since you cannot create CRM fields through Marketo, we created them in CRM in the only way possible which...

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Public Statistics
Date Registered ‎11-17-2016 09:24 AM
Date Last Visited ‎04-12-2024 11:49 AM
Total Messages Posted 58
Likes Received 10