Erin_Pinkowski

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Joined the community 03-11-2014

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Re: Marketo Email Notifications

by Erin_Pinkowski 12-01-2014

Thank you to the both of you!

Discussions

1710 0 0
Marketo Email Notifications

by Erin_Pinkowski 12-01-2014

Went live with Marketo this morning and doing some testing. I am the owner of a contact in SFDC and that contact completed certain actions to increase their score to meet the threshold we have in place for the Marketing Qualified Lead Lifecycle Campaign. I received the following default email "New...

Discussions

1743 0 3

Lead Management
Re: Round Robin Lead Assignment

by Erin_Pinkowski 11-24-2014

Have a call with them tomorrow so hopefully they will have an answer. I don't think there is a way to exclude Ringlead created leads from being auto-numbered and that is my concern.

Discussions

1084 0 0
Round Robin Lead Assignment

by Erin_Pinkowski 11-24-2014

We are currently using Pardot and Ringlead and are getting ready to switch to Marketo and Ringlead next week. With Marketo, a form submission comes in and then Ringlead searches SFDC. If Ringlead determines a matching account exists, it will create a new contact record on the existing account. Dur...

Discussions

1184 0 2

Lead Management
Re: Anyone using Ringlead and Salesforce?

by Erin_Pinkowski 11-24-2014

Thanks, Josh. We were able to setup a call with Ringlead supoort so hopefully they will be able to confirm.

Discussions

1483 0 0
Anyone using Ringlead and Salesforce?

by Erin_Pinkowski 11-24-2014

We are looking for some guidance for implementaing Ringlead. We have setup the webhook but are now to the point where Ringlead is instucting us to "Adjust Marketo Smart Campaigns" by adjusting the campaign triggers for each campaign which includes a "Sync Lead to Salesforce" flow step. Since we ar...

Discussions

1574 0 3

Lead Management
Re: Pardot to Marketo using SFDC

by Erin_Pinkowski 11-11-2014

Nevermind! I found the course on sharing settings.

Discussions

2127 0 0
Re: Pardot to Marketo using SFDC

by Erin_Pinkowski 11-11-2014

Thank you both for your help. This sounds great. One more question. When doing the initial sync from SFDC to Marketo, how do I stop contacts without an email address from coming into Marketo? We have quite a few contacts without them.

Discussions

2127 0 0
Re: Pardot to Marketo using SFDC

by Erin_Pinkowski 11-10-2014

Josh,We are still connected to Pardot however we have a rule in place in Pardot to only sync to SFDC upon form submission. If we remove that rule, I am concerned it will cause a ton of issues. For example, the individuals syncing may then be created as lead records in SFDC and automatically assign...

Discussions

2127 0 0
Pardot to Marketo using SFDC

by Erin_Pinkowski 11-10-2014

We are switching from Pardot to Marketo and trying to determine the best way to bring over our data. We have contacts in SFDC that are not in Pardot and we have prospects in Pardot that are not in SFDC...Not sure how to go about tackling this integration or where to start.

Discussions

2203 0 6

Integrations