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A
Anonymous
February 26, 2013
Question

Syncing lead activity history to salesforce.

  • February 26, 2013
  • 2 replies
  • 851 views
How can I sync lead activity history to a lead record in salesforce without having the history showing up in the Activity History section?
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
February 26, 2013
You can use Interesting Moments if you've setup Sales Insight.

Why would you not want to sync some lead activity to SFDC? I usually throttle this down to the most interesting things like Sent Email, Clicked, etc.
A
Anonymous
February 26, 2013
Currently, tasks are created for sales to follow with a lead if they reach the lead score treshold, fill out certain forms, visit certain pages on the website, etc. I am getting consistent feedback that if would be for them to see some context in the comments section of the task alert creatred in Marketo on why the task was sent, what did the lead do, etc. Is there way to do this? Basically, how can I have an interesting moment be included in the task alert.
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