Is there a way to push activity and copies of emails to Sales Force? | Community
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A
Anonymous
January 22, 2013
Question

Is there a way to push activity and copies of emails to Sales Force?

  • January 22, 2013
  • 4 replies
  • 1162 views
Our sales team would like to see the latest marketing emails sent to their leads. Is there a way to attach a copy of an email and have it show up some place in Sales Force?
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4 replies

A
Anonymous
January 22, 2013
Marketo sales insight is an add on that will display the emails sent in Salesforce. http://www.marketo.com/global-enterprise/marketo-sales-insight/ It will also show clicks and interesting moments!
A
Anonymous
January 22, 2013
You can also get most of this functionality by changing the settings in Marketo:

Admin > SFDC > Activity Sync: select the email options.

I don't think the activity will show the entire email, but it will show the Subject and Timestamp.
A
Anonymous
January 22, 2013
Hi, Kaitlynn!

Also, note that SFDC users will only be able to click on and see the full email if you enable this on a per email basis.  To do so, edit the email you'd like them to see.  Then click on Edit Settings > Publish to Marketo Sales Insight.

Hope this helps!
A
Anonymous
January 23, 2013
Thank you for all your help!
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