Stephanie_Chmie

I am new to opportunities. I send an introduction email to the outside partner who is working a lead. It currently pulls lead.tokens. I want it to either pull tokens from opportunities or contacts. Any advice on how or where to do this? Once the lead is converted I don't want it to pull info from th...

I am trying to create a campaign based on the stage of the opportunity. I have the Smart List trigger as Opportunity was Updated, but I am having an issue with the Flow. When the campaign was based off of the lead status I was able to easily create the campaign (see attachment) I need the same cam...

Can someone explain to me what data from opportunities should sync to Marketo. I have tried everything but I can't get any of the fields to show up in Marketo. The contact doesn't even show the opportunity tab.

I have a campaign that checks in on an application. Before I had the trigger be on the lead side and it worked all the time. But since I converted the lead and then changed the stage the trigger won't work. Here is the smart list below:The Flow is email send.

How do I add a salesforce look-up field to a Marketo email without it putting the record ID? example: I heard you were sent an application from 0014O000027E3V2QAK and I wanted to check in and see if you had any questions. 0014O000027E3V2QAK is an account look up in SF. I need it to show the name of ...