2 Replies Latest reply on Feb 25, 2013 4:48 PM by 24496

    Syncing lead activity history to salesforce.

      How can I sync lead activity history to a lead record in salesforce without having the history showing up in the Activity History section?
        • Re: Syncing lead activity history to salesforce.
          Josh Hill
          You can use Interesting Moments if you've setup Sales Insight.

          Why would you not want to sync some lead activity to SFDC? I usually throttle this down to the most interesting things like Sent Email, Clicked, etc.
          • Re: Syncing lead activity history to salesforce.
            Currently, tasks are created for sales to follow with a lead if they reach the lead score treshold, fill out certain forms, visit certain pages on the website, etc. I am getting consistent feedback that if would be for them to see some context in the comments section of the task alert creatred in Marketo on why the task was sent, what did the lead do, etc. Is there way to do this? Basically, how can I have an interesting moment be included in the task alert.