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A
Anonymous
September 20, 2017
Question

Dynamic smart list sync to Marketo

  • September 20, 2017
  • 1 reply
  • 3979 views

So I have read everywhere the lack of integration that Dynamics has with Marketo compared to Salesforce and Marketo, especially when it comes to creating smart lists in CRM and then syncing this to Marketo - this just isn't possible with Dynamics, like it is with Salesforce.

How are other Dynamics users getting around this? Or is it just a case of continuing to run smart lists from Marketo?

Thanks!

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
September 20, 2017

Sorry, but your question isn't clear.


Smart Lists live in Marketo.

What are you trying to do in MS Dynamics?

A
Anonymous
September 20, 2017

I want to set up my campaigns in Dynamics, create the smart lists in Dynamics and then sync the smart lists to Marketo so I can continue to send my emails from Marketo.

But I want to be able to quickly see members of a campaign from Dynamics, rather than having to pull list of the members from Marketo - this would also make it easier for our sales team, who only have access to Dynamics, to identify members for each campaigns.

Dan_Stevens_
Dan_Stevens_
Level 10
September 20, 2017

Marketo does not sync with MSD campaigns.  So there's nothing you can do with the campaign entity in MSD.  You need to rely on program membership/attribution - and defining your audiences - in Marketo.

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