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KatherineDo
Level 1
March 6, 2015
Question

Opportunity Influence Analyzer: adding leads from Marketo to Opportunities in SFDC

  • March 6, 2015
  • 1 reply
  • 831 views
Hello.
Does anyone have any best practices or experience on how to automatically add marketing-qualified leads in a RCM in Marketo to existing opportunities in SFDC? I want to be able to see all the leads at a company (and their activities) that may have influenced an opportunity but need to make sure they are listed as contacts in SFDC for that opportunity. And I am not sure I can rely on the sales team to always add them to the opportunity.

thanks!
Katherine
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1 reply

Josh_Hill13
Josh_Hill13
Level 10
March 6, 2015
So you want to add a Contact Role to an Opp?

This has to be on the SFDC side. You could work on a trigger in SFDC to do this somehow.
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