Feeling a little dumb: What's the best way to view a marketo smartlist in salesforce? | Community
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Anonymous
July 26, 2017
Question

Feeling a little dumb: What's the best way to view a marketo smartlist in salesforce?

  • July 26, 2017
  • 1 reply
  • 903 views

For example, my sales rep wants to be able to follow up with everyone that attended a particular webinar, and then clicked a follow up email. Creating this list in Marketo takes less than a minute, but we can't seem to figure out how reps can see this list in Salesforce. What's the best way to share lists with sales reps from Marketo to SF? Thanks for the help!

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
July 26, 2017

Hi Stephen

The very best way is to use campaigns and campaign statuses. You will be able to feed this from Marketo (either using "add to SFDC campaign" and "change SFDC campaign member status" flow steps or sync'ing a Marketo program). And in SFDC, you will be able to create campaign member reports to provide exactly the information you are looking for

Greg

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