michellechopin

This makes perfect sense @SanfordWhiteman and, after using a template that I updated for a real email, I can see that the current year populates. Thanks for the clarification on that!

Sounds great about the documentation updates, @Darshil_Shah1! We heard back from the Cisco/Webex support team about my questions for future use if we had more than one person creating webinars - their feedback is: Given that this is a user based integration, it is important that whoever wants to syn...

@Darshil_Shah1 - I ran our batch campaign on Friday when all was quiet and MPI has already removed that "error" when I open it up (not surprising given that 80%+ of our database is a sync back from Dynamics). I have our trigger campaign working now to catch any new additions to Marketo via CRM so we...

I was wondering if this was the way to do it and I appreciate that you shared your process, @Katja_Keesom! This makes perfect sense and is straightforward too. I've set up a generic CRM program to accommodate the leads that come in via Dynamics moving forward and I'm also going to clean up the leads...

Quick update here after figuring things out. If you're using the Webex Webinars platform and wish to integrate with Marketo, these two things must be true: The Webex Webinars account being used for the integration has to have the right permission in Marketo - while it doesn't require full Admin perm...

@Darshil_Shah1Following on from your point above, what if we have leads that are created in/by CRM and have never crossed through a Marketo program but are naturally synced to the Marketo database as part of our custom sync? Our Dynamics database is the record of truth for a large chunk of our datab...

That's also really good to know @Matjaž_Jaušove2 - especially with Webex having such a variety of products now! Checking the screenshot that my Webex admin shared, all three webinars (we have dry runs and the live event) are all scheduled for the future (January 2024) and they're listed as webinars ...

Thanks @Matjaž_Jaušove2 - that's good to know! I was able to add the integration via LaunchPoint - Webex has a slightly different process to GoToWebinar in that it requires the log in account/user to be an Admin in Marketo. I had our Webex admin add me as one too, and the connection setup fine. We'r...