Salesforce List

mmaidment
Level 2

Salesforce List

Hi - If you have a Marketo instance integrated with SF, is there a way to create a list (IN SF) that shows the Sales team recent form fills, web visits, etc. in SF instead of having to go to a specific lead/contact and see that they filled out a form? Thanks!

1 REPLY 1
SanfordWhiteman
Level 10 - Community Moderator

Re: Salesforce List

A "list"? Not exactly. But a Campaign? Certainly.

 

You can sync Marketo Programs directly to SFDC Campaigns, one-to-one. Or you can use the Add to SFDC Campaign flow step to do ad hoc additions. Have you read the Marketo docs on these topics?