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March 6, 2013
Question

Sales Insight Email logged as Activity

  • March 6, 2013
  • 3 replies
  • 1061 views
Is there a way to log an activity, in SFDC, when a sales rep sends an Marketo Sales Insight email? Is this automatic or do I need to set up a program.

Thanks.
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3 replies

Itay_Billet4
Level 8
March 7, 2013
It can be automatic, you just need to add this to salesforce --> edit sync options (in the admin section in Marketo) - more details here: https://community.marketo.com/MarketoArticle?id=kA050000000KywECAS


Hope that helps

Itay
March 7, 2013
Thanks. I did try that but it isn't creating an activity in the "Activity" section, just in the Sales Insight email section.

May 19, 2014
Has there been any resolution around this?  We are also attempting to do the same!