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

[Anonymous]

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:

•   Using the Marketo Outlook Add-in
•   How Emails are Tracked in the Outlook Add-In

[Anonymous · Accepted solution]

We are able to use Log with Marketo on an email received from anyone, not just replies to an email message sent via MSI.  When we do so, the lead record's Activity Log is updated with a Receive Sales Email activity.   if a lead record doesn't already exist with that email address, it will create an unknown lead record.  Just yesterday, I accidentally clicked Log with Marketo on an email from community@conductor.com and there is a lead record for it (Activity Log screen shot below).


 

[Anonymous]

Well that's interesting. It goes against what I was told from support, but you're right! Good, I'm glad to hear this because it's the way I'd want it to work!