2 Replies Latest reply on Jan 18, 2013 6:28 AM by 2377

    Sales Insight Outlook Add-In and "Log with Marketo" Button

      Are you using the "Log with Marketo" button and nothing happens? Hopefully this can save you some time figuring out why:
      •   The original email message sent to the lead must have been sent from the MSI Outlook Add-In or from MSI in SFDC
      •   You must be the lead owner of the person replying to the email when you select "Log with Marketo"
      In this scenario, the "Log with Marketo" button should record the email within Sales Insight and, depending on your settings, log a SFDC activity. It will also fire any smart campaigns using the "Sales Email is Received" trigger.


      Supplemental documentation: