Erin_Pinkowski

Erin_Pinkowski
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Date Last Visited
‎01-28-2020 02:05 AM
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Joined the community 03-11-2014
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  • solved badge Re: Marketo Email Notifications
    by Erin_Pinkowski name dot 12-01-2014

    Thank you to the both of you!

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    2040 0 0
  • solved badge Marketo Email Notifications
    by Erin_Pinkowski name dot 12-01-2014 quickview

    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...

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    Discussions
    2073 0 3
    Lead Management
  • Re: Round Robin Lead Assignment
    by Erin_Pinkowski name dot 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.

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    Discussions
    1304 0 0
  • Round Robin Lead Assignment
    by Erin_Pinkowski name dot 11-24-2014 quickview

    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...

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    Discussions
    1404 0 2
    Lead Management
  • Re: Anyone using Ringlead and Salesforce?
    by Erin_Pinkowski name dot 11-24-2014

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

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    Discussions
    1856 0 0
  • Anyone using Ringlead and Salesforce?
    by Erin_Pinkowski name dot 11-24-2014 quickview

    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...

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    Discussions
    1947 0 3
    Lead Management
  • Re: Pardot to Marketo using SFDC
    by Erin_Pinkowski name dot 11-11-2014

    Nevermind! I found the course on sharing settings.

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    Discussions
    2437 0 0
  • Re: Pardot to Marketo using SFDC
    by Erin_Pinkowski name dot 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.

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    Discussions
    2437 0 0
  • Re: Pardot to Marketo using SFDC
    by Erin_Pinkowski name dot 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...

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    Discussions
    2437 0 0
  • Pardot to Marketo using SFDC
    by Erin_Pinkowski name dot 11-10-2014 quickview

    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.

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    Discussions
    2513 0 6
    Integrations
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Date Registered ‎11-03-2014 05:14 PM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 22
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