2 Replies Latest reply on Sep 26, 2017 1:18 PM by Brittney Zeller

    BDR Marketo/Salesforce Email Sync

    Hannah Erickson

      Hi Marketo Community!

       

      I am working on a project at work to have email templates for our BDR team to use. I have been trying to find a way to quickly send out these emails through Marketo. Certain email templates will be used based on what type of interaction the BDR had with the lead documented in Salesforce. Since BDRs are not contact owners, we are facing the dilemma on how to create a view in Salesforce for this activity history to quickly choose who these Marketo email templates should be sent out to. Does anyone do anything similar? If so, how are you doing it?

       

      Thank you for the help and feedback!

      Hannah