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Kim_Gandy1
Kim_Gandy1
Level 6
January 18, 2017
Solved

Sync Fields from Cvent > Marketo > Salesforce

  • January 18, 2017
  • 1 reply
  • 2979 views

Looking for solutions to sync multiple reoccurring conference fields from Cvent to Marketo to Salesforce, without creating lots of new fields in each platform. Currently, the following fields exist in each platform:

        

Cvent MarketoSalesforce
Event nameEvent name (build)
Registration typeRegistration type(build)
Event date(build)(build)

How could I communicate from Cvent to Marketo, updating the existing field each time a lead registers, but when synced to Salesforce, create an activity log (so info is not replaced, rather added onto)? The sales team needs to be able to see in Salesforce a list of all conferences a lead has participated in, not just most recent.

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Best answer by Grégoire_Miche2

Hi Kim,

Until this idea is implemented, it will be quite difficult. I see 2 solutions:

  1. I would rather try to go from cvent to salesforce campaigns (you can add as many fields as you need in the SFDC campaign object), and then from SFDC to Marketo. But event with the cvent > SFDC > Marketo link, in the second part, some information will not flow
  2. Use a Marketo custom object (although I am not sure cvent can leverage Marketo CO's).

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
January 18, 2017

Hi Kim,

Until this idea is implemented, it will be quite difficult. I see 2 solutions:

  1. I would rather try to go from cvent to salesforce campaigns (you can add as many fields as you need in the SFDC campaign object), and then from SFDC to Marketo. But event with the cvent > SFDC > Marketo link, in the second part, some information will not flow
  2. Use a Marketo custom object (although I am not sure cvent can leverage Marketo CO's).

-Greg

H
huntercook
Level 1
October 22, 2020

Hi @grégoire_miche2 ,

This has been a while, but it looks like the idea you linked has been implemented.  Once we have setup the custom program member fields, what's the best way to go about syncing these to the Salesforce campaign members?

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