How to create new Campaign and Opportunities from Marketo UI | Community
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Anonymous
November 20, 2015
Question

How to create new Campaign and Opportunities from Marketo UI

  • November 20, 2015
  • 2 replies
  • 1502 views

Hi,

I want to create new campaign and opportunity from Marketo UI but not getting any option.

Could you please guide us to create new record for campaign and opportunity

Thanks

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
November 20, 2015

Hi Deepali Ahirrao,

You can only create SFDC campaigns from a Marketo program. Click on "Salesforce campaign sync" on the summary view of the program. If your CRM is another CRM, this will not be possible. And on salesforce, what you will be able to do will be limited. A few ideas to vote for :

 

You cannot create an opportunity from Marketo UI per se, but you can use the "Convert Lead" flow step in a campaign.

-Greg

Steven_Vanderb3
Adobe Employee
Steven_Vanderb3Adobe Employee
Adobe Employee
November 20, 2015

Marketo Opportunties can be created using our API Marketo REST APIs: Opportunity Objects » Marketo Developers if you don't have a CRM.  Salesforce and Dynamics Opportunties must be created and managed in the CRM.  There is no UI ability to do this in Marketo.

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