can marketo create a task in salesforce? | Community
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Anonymous
February 9, 2015
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can marketo create a task in salesforce?

  • February 9, 2015
  • 4 replies
  • 2572 views
currently working on a workflow that has marketing sending the account owner of a particular opp an alert.  wonder if there's a way to create a task, rather than sending the email alert?
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Best answer by Grant_Booth

Hi Ramon,

Yes, you can use the Create Task step in the flow of a smart campaign. This community article gives some details:

https://community.marketo.com/MarketoArticle?id=kA050000000LABaCAO

4 replies

Grant_Booth
Grant_BoothAccepted solution
Level 9
February 9, 2015

Hi Ramon,

Yes, you can use the Create Task step in the flow of a smart campaign. This community article gives some details:

https://community.marketo.com/MarketoArticle?id=kA050000000LABaCAO

    Tara_Petre
    Tara_Petre
    Level 4
    February 9, 2015
    Grant is correct, a create task step can be added in the flow of your campaign.  You can set the due date, priority and select whether you would like a notification to be sent.
    A
    Anonymous
    February 9, 2015
    In the flow of Smart Campaign, under Salesforce there is a flow step "Create Task"

    Adam_Vavrek1
    Adam_Vavrek1
    Level 8
    February 9, 2015
    Ramon, there's unfortunately no way of designating the "type" of Task, however (call, email, etc). 
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