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Anonymous
March 6, 2013
Question

Sales Insight Email links to Account/Opp

  • March 6, 2013
  • 1 reply
  • 670 views
I know when you send an email through Marketo Sales Insight it logs as an activty (in my case to Salesforce). Is there a way to have it linked as an activity under the account/opportunity as well?
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1 reply

Jep_Castelein2
Jep_Castelein2
Level 10
March 6, 2013
You could do that through a workflow or custom trigger in Salesforce. 

Of course, if you add sales insight to the Account and Opportunity page layouts, you will see the sent emails in the Sales Insight panel. 
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