Salesforce Events in Marketo?

Forum|Forum|8 years ago
September 14, 2017
2 replies
6552 views

Is it possible to see Salesforce events and fields that live in events in Marketo so I can use those fields to run campaigns?

Marketo

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Chris_Johnston

Level 6

Hi Yoav, you can sync Salesforce Campaigns with Marketo Programs.

Sync an SFDC Campaign with a Program - Marketo Docs - Product Docs

SFDC Sync: Campaign Sync - Marketo Docs - Product Docs

Yoav_Guttman1Author

Level 4

Thanks. i dont think thats exactly what i am talking about.

What i mean is looking at SFDC Event fields and triggering marketo actions based on that, e.g. when a salesperson logs a call, i want to trigger a campaign based on that action based on the Event Field Type. For us, thats Call - Connected, Call - LVM, etc.

Loren_Posendek

Level 4

Hi Yoav, you can use the 'Activity' triggers for this - SFDC Sync: Activity Sync - Marketo Docs - Product Docs. By default, the 'subject' is the constraint, so you'd have to ensure that your reps are using standard labels for each activity type. There are some other constraints that you can use to get more targeted, too. Hope that helps!

Yoav_Guttman1Author

Level 4

We can subject, but we cannot see the Activity Type field (which I believe is standard in SFDC). Any ideas?

Trevor_Parsell

Level 5

Hey Yoav,

Here are the available marketo triggers and constraints for creating action based on SFDC activity. Like Loren mentioned, we usually will use standard key words in the subject to trigger activities for example "Activity is logged and subject starts with 'Call '".

Thanks!

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