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A
Anonymous
December 2, 2015
Question

Creating a task in Dynamics from Marketo

  • December 2, 2015
  • 2 replies
  • 3630 views

We have Dynamics and Marketo integrated, but we are trying to figure out the best way to get a Dynamics task queued up to our sales team based on an action in Marketo (form submit). Since there is no "create task" function for Dynamics like there is with SalesForce, has anyone figured out a work around?

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    2 replies

    A
    Anonymous
    December 3, 2015

    Hi:

    I think a work around might be to use the webhook feature in marketo to call the MSDynamics Webhook that creates a task.  Just a guess though as I have not set this up myself.  I believe this will be the best way to do and I am pretty sure it will work for web facing MSDynamics deployments

    A
    Anonymous
    December 3, 2015

    You could also build a workflow in CRM that creates a task based on a field updating on the lead or contact record from Marketo.

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      December 3, 2015

      For the moment, these indirect techniques are the only available.

      You should also vote here :

      -Greg

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