Syncing email sent in Marketo to Salesforce

Forum|Forum|8 years ago
October 23, 2017
2 replies
2778 views

Hey all–

I'm trying to make sure that an email I send via Marketo is logged in Salesforce as a sales email sent, with no particular task associated; however, I'd like it to be assigned to a particular owner within Salesforce.

Can anyone help with this?

Thanks,

Bri

Marketo

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ChristinaZuniga

Level 9

Hi Briana Gust - to clarify you want a record of the email you sent from Marketo to be visible in Salesforce and you don't want a task created for that email. That is easy when you use MSI - the email will be visible in the "Email" tab (see picture below).

I'm tripping up on the requirement "I'd like it to be assigned to a particular owner within Salesforce". That makes me think that what you're really looking for is a task assigned to a salesperson in Salesforce to reach out via email.

Can you provide a bit more detail about what you're looking for?

A

Anonymous

Hi Christina–

Yes, I just want a record of the email we send via Marketo to be visible within Salesforce. No task necessarily, but I want it to be linked to a particular owner within Salesforce. I don't see an image attached, however. Can you walk me through how to use MSI?

Thanks,

Bri

ChristinaZuniga

Level 9

Hi Briana,

Do you have Marketo Sales Insight in Salesforce? You'd need your CRM manager to add the app to your Salesforce instance and make it visible for certain profiles. It's an add-on product that costs extra per license. Here's an example of what it looks like:

A

Anonymous

Hey Christina–

I checked into our account. It says that the app is not installed, but we have 20 licensed seats. Does that mean we have that capability?

Thanks,

Bri

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