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A
Anonymous
October 12, 2015
Question

Email Salesforce reports out of Marketo?

  • October 12, 2015
  • 1 reply
  • 1393 views

Hi,

Is the following possibl with Marketo?

1. Create a scheduled daily email send.

2. Automatically attach Salesforce.com report either as an excel attachment or within the body of the email.

3. Send Email to anyone inside or outside of the company.

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1 reply

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
October 12, 2015

Hi Jonathan,

It's not possible to automatically attach anything to emails sent from Marketo, but what do you mean by a Salesforce.com report?  What information would be contained in that report?

It is possible to setup up subscriptions for reports in your Marketo instance.  Manage Report Subscriptions - Marketo Docs - Product Docs

John

A
Anonymous
October 12, 2015

Thanks, Yes I was trying schedule automatic emails of a Salesforce.com Lead report

Scenario

1 .Marketo: Send Daily lead email out to a subscriber list.

2. Opportunity reports, Campaign Reports, and Lead reports would be generated out of Salesforce.(With Filters in Salesforce)

3. Marketo would attach the file to the subscriber list and send.

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
October 12, 2015

Ahhh, ok.  This won't be possible, as it's not possible to attach files to Marketo emails.

John

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