BeckyCW

BeckyCW
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Date Last Visited
‎01-31-2025 05:08 AM
Level 2
Joined the community 12-02-2021
Rank Icon Level 2
Marketing Automation Lead
London
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  • Marketo operating model - decentralising from centre of excellence
    by BeckyCW name dot 12-03-2024 quickview

    Hi allI'm looking for any insight from organisations that shifted their Marketo marketing automation function from 'centre of excellence' managed, to a less centralised model, e.g. with BAU campaigns in the hands of a wider team. Has anyone got experience of this journey and can share any high-level...

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    Discussions
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  • solved badge Re: Zoom integration - Zoom deprecated the JWT app
    by BeckyCW name dot 11-14-2023

    Thanks for the reply. We couldn't re-auth the app - a strange bug just took us to a blank screen and wouldn't register the details but we logged it with a video demo with support and it seems to have resolved overnight so crossing fingers now.

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    Discussions
    1136 0 0
  • Re: D365 integration error: Accounts data not syncing back from D365
    by BeckyCW name dot 11-13-2023

    Hi, we did resolve the issue but it took some work and calls with the technical engineering team. It's been a while but I think it was an issue with the account ID and parent customer id fields on the Contact object in the sync connector field selection. While the sync could see the Account fields t...

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    Discussions
    1100 1 0
  • solved badge Zoom integration - Zoom deprecated the JWT app
    by BeckyCW name dot 11-13-2023 quickview

    Hi all We have the Zoom Launchpoint app and it's stopped working. This morning we received an email from Zoom to say they've Zoom deprecated the JWT app type, and to migrate to OAuth or S2S OAuth immediately. Does anyone know what we need to do here?

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    Discussions
    1154 0 2
  • Re: Marketo Custom Sync Filter for Microsoft Dynamics Native CRM Integ...
    by BeckyCW name dot 03-09-2022

    This is useful Peter. We're approaching our first-time sync and have come up against a problem when it comes to connecting the information from the Account object - I wonder if this is something you've come across? Lead, Contact, and Opportunity data seem to be fine, but Account data is not syncing ...

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    Blogs
    1678 0 0
  • D365 integration error: Accounts data not syncing back from D365
    by BeckyCW name dot 03-03-2022 quickview

    Hi allWe are approaching go-live with the first-time sync between Marketo and D365 and have encountered a problem during testing. Lead, Contact, and Opportunity data seem to be fine, but Account data is not syncing back from D365. We believe the issue relates to the core behaviour of the sync and h...

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    Discussions
    1505 0 2
  • solved badge Re: How to search for leads by the source of a specific field value
    by BeckyCW name dot 02-01-2022

    Thank you for the reply. I can't see how to use the constraint options to limit to a specific field being populated at the point of creation. Do I have to include the field as a separate filter, and infer that that's when it was created, or is there a better way to link the person creation source a...

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    Discussions
    1996 0 1
  • solved badge How to search for leads by the source of a specific field value
    by BeckyCW name dot 01-31-2022 quickview

    Hi allI'm trying to categorise leads based on where a field value came from. We have a field for Marketing Opt In = True, that was populated by various sources - form fill, import etc. I can look in the Activity Log and see the detail of fields selected in a Fill Out Form activity stamp - I just can...

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    Discussions
    2012 0 3

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Date Registered ‎02-12-2021 06:15 AM
Date Last Visited ‎01-31-2025 05:08 AM
Total Messages Posted 8
Likes Received 1
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