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Anonymous
July 23, 2015
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Marketo emails appearing in Sent items

  • July 23, 2015
  • 2 replies
  • 1443 views

Hi everyone

Marketo is integrated with our Microsoft Dynamics system. In CRM we are able to select a lead and send a Marketo email. Is it possible for this email to appear in our sent items in Outlook? It seems like a basic requirement, given that we are fully integrated, but I'm not sure how to do it.

Many thanks

Emma

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Best answer by Josh_Hill13

I believe this is only possible if you use the Outlook Plugin tool, not send from the CRM.

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
July 23, 2015

I believe this is only possible if you use the Outlook Plugin tool, not send from the CRM.

Steven_Vanderb3
Adobe Employee
Steven_Vanderb3Adobe Employee
Adobe Employee
July 23, 2015

Hi Emma,


When you send emails using the Sales Insight tool inside of your CRM it's actually being done via a call back to the Marketo instance which sends the email from the Marketo servers.  That's why you wont find the message inside of your outbox.  As Josh said, if you send the email through the MSI plugin for Outlook, the email is sent from your email server and the copy of the message will be in your personal inbox.

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