E-mail add-in for Outlook - Attachment functionality | Community
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A
Anonymous
July 11, 2016
Question

E-mail add-in for Outlook - Attachment functionality

  • July 11, 2016
  • 2 replies
  • 2584 views

Believe the answer is no, but want to confirm. If a seller creates a new e-mail in Outlook, attaches a document to the e-mail, and sends the e-mail using the Marketo Send and Track feature, will the attached document be added to the relevant contact in Salesforce? Is that functionality an available feature of the add-in?

Thank you for the assistance.

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2 replies

gkrajeski
gkrajeski
Level 10
July 11, 2016

Also, if anyone is familiar with Yesware integration, does this offer a similar ability to what Scott Abbate​ is asking above?

A
Anonymous
July 11, 2016

No this will be added to the Marketo record and then synced over to Salesfroce if you have it set up that way

J
Julz_James
Level 8
July 12, 2016

So you're saying that if an MSI email is sent via outlook with an attachment, that attachment will be on the leads record some where?  Where would we see this attachment?

gkrajeski
gkrajeski
Level 10
July 12, 2016

No, I do not believe that is what Jamie Lewis is suggesting, nor is it the behavior we have observed when attempting a test with our instance.

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