1 Reply Latest reply on Oct 6, 2016 12:35 AM by Grégoire Michel

    Microsoft Dynamics CRM Appointment Info in Marketo

    Nick Koutsioulis

      Hi All.

       

      Wondering if anyone has had any experience passing appointment details (date, time, subject, etc) from Microsoft Dynamics CRM into Marketo.

       

      Ideally what we are trying to achieve is the following:

      1. Account manager sets appointment with their customer in CRM
      2. Appointment details feed into Marketo
      3. Marketo smart campaign sends an 'alert' to the account manager 1 hour before the schedule appointment with a summary of information housed in Marketo.

      Step 3 is fine, we have the info and the email we want to sent, struggling with the trigger based on the appointment time.

       

      Thanks

      Nick