Petri_Swart

Petri_Swart
Level 1
Australia
Manager, Communications Channels
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Date Last Visited
‎07-27-2021 03:17 AM

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Re: Syncing 'Interesting Moment' type data to Dyna...

by Level 1 in CRM Sync Beta Community
‎03-29-2021 05:51 PM
‎03-29-2021 05:51 PM
Thanks Chris.   Marketo have confirmed pretty much what you have said below. It's doable and sounds like it would be similar to the process you have set up for SFDC. But would be a huge project, so we've decided to just bite the bullet and get MSI.   Thanks for your help though 🙂   Cheers Petri ... View more

Re: Marketo Success Series: Engagement Programs

by Level 1 in Product Blogs
‎03-25-2021 06:09 PM
‎03-25-2021 06:09 PM
This is super helpful, thank you! We've only recently started using Marketo, so I'm starting to look into how we could use things like nurture programs for the business and there is just sooo much to think about but also so much potential! ... View more

Syncing 'Interesting Moment' type data to Dynamics...

by Level 1 in CRM Sync Beta Community
‎03-25-2021 12:15 AM
‎03-25-2021 12:15 AM
Hi    We're currently in the process of syncing our Marketo instance with Dynamics. One of the key things we're wanting to bring across from Marketo in our CRM is 'interesting moment' type data for a contact, such as which of our marketing emails they've received, which ones they've opened/engaged with, visits to key website pages etc.   We don't currently have Sales Insights, so I wondering if anyone knows of a way to enable or set up this kind of sync without Sales Insight?   Or is there a way to jsut sync a contact's Activity Log from Marketo to Dynamics?   Thanks! Petri ... View more
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Date Registered ‎12-15-2020 08:42 PM
Date Last Visited ‎07-27-2021 03:17 AM
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