1 of 1 people found this helpful
There should be no need for Salesforce specifically when creating opportunities inside of Marketo. Now, you need to not have a native CRM sync (i.e., no SFDC or MS Dynamics), work with support to establish the opportunity fields you'll need, a way to associate records (and companies, if applicable), and an external opportunity ID, but that's about the bare minimum.
2 of 2 people found this helpful
Hi Bill – I hope this helps.
1) Yes it is definitely possible to integrate other CRMs with the opportunity object.
2) Generally some middleware is required in this case.
3) It won't work if the instance has already been synched with CRM before using a native connector, as once this happens the native connector has exclusive ownership of that API
I work at Perkuto, a Marketo consulting agency. Would you like to chat to see if we can help? We are very experienced in finding the solution that makes the most sense for each business case. You can reach me at 720-556-1018 and firstname.lastname@example.org
At Bedrock Data we connect Marketo to 23 different CRMs and we can pull back opportunity data from any of them to Marketo using our pre-built connectors.
Some of the most popular CRMs with Marketo are NetSuite, Zoho, Sugar, Pipedrive, PipelineDeals & Insightly.
Some more info here and happy to chat about it anytime Zak@BedrockData.com