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A
Anonymous
November 24, 2014
Question

Engagement Stream sync with salesforce.com

  • November 24, 2014
  • 2 replies
  • 775 views
Is there a trick to having an engagement stream recognized in Sales Insight in salesforce.com? I would like for sales people to add Leads to the stream, but first we need it to be recognized in the 'Add to Marketo Campaign' pull-down.

Any ideas? 
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
November 24, 2014
Yes, it's very easy. You need to have another Entry campaign that is triggered by Sales Insight:

Campaign Name: Add to Nurture X
Smart List: Campaign Is Requested by Sales Insight + whatever criteria
Flow: add to Engagement Is X
A
Anonymous
November 24, 2014
Hi Josh,  Thanks for responding. Not really sure I understand.  I have set up campaigns in both Marketo and Salesforce.com. I can see the salesforce.com campaign from Marketo, but not the other way around.

Is the Entry campaign you referenced the salesforce.com campaign? 
 
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