This content has been marked as final. Show 1 reply
1 of 1 people found this helpful
If you can't automate something in SFDC to listen for Meeting/Activity Scheduled, then you can look at
- Trigger - Activity Created/Updated - but there's work to do to identify the "Meeting Set" rather than other Activities or Tasks
- Apex to Field - modify the Task to say "meeting type" or something. Listen for Scheduled or Completed, then update a Lead Status Field or Lead Stage field. Marketo will listen for this.
- I'm assuming here that you want to track this as a Stage in the Funnel.
- If you just want to report on it, then you can create a Task Report in SFDC. Not even sure Sales has to change behavior on this as long as you have agreement on Meeting Type in the Task.