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Hi Floyd, It's just one particular distribution that we don't want synced - it's a daily newsletter and it clogs up the activity history for our sales team. For campaigns and marketing, we have those emails track over.
Hi, I'm assuming you are using Salesforce as your CRM so I would recommend doing this workflow through Salesforce. My company is also B2B and do most opp/product workflows off of the account and not the contact record so we definitely have most of our automated tasks set the way you want - for insta...
Hi Nate, This suggestion won't necessarily help with the exact internal mapping of Marketo but if you're looking to massage the data in Tableau, you may want to look at the Bulk Extraction options from Marketo. This post is bit dated but might prove helpful with some information to consider: If you...
Hi all,I'm noticing that emails Marketo is sending are showing up in the activity history of Sales Insights in SFDC. For these emails, the Sales Insight option is not checked in the Email Settings within Marketo; My sync options in Marketo aren't set to track these items either (see screen shot). We...
Franky, Couple of things - this post gives a pretty nice description for using using the Web Page, Referrer URL, or Query String constraints to specify web page when using one form on multiple pages - basically it tells you when to use a specific constraint.Specifying Web Page on Form Fillout Filter...
Just spit balling an idea here:When you say SFDC Leads Only - do you mean that the lead should never make it's way to Marketo (basically, an unmarketable lead)? I ask b/c if you have a set group of emails that you know shouldn't sync, then you could create a smart campaign that listens for a new per...
Hello! When we have a contact assigned to an opportunity in SFDC, how can I run a filter in Marketo to remove any other co-workers of that assigned contact from programs? For example: You want to sell me a product, so you add me to the opportunity and you know I'm going to buy it, so I'm about 10% l...
Completely agree, there's was too much noise getting into salesforce. Mark's solution fixed it. Thank you
Thank you - that did the trick!
Hi, My sales team is getting bogged down by the amount of Marketo activity that is occurring within the Salesforce account and contact activity history. We use Sales Insight too - does anyone know how i can make the activity just show up in Sales Insight and not to the Activity History? Or if that's...