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Anonymous
May 31, 2016
Question

Syncing Smart Campaigns With Dynamics CRM

  • May 31, 2016
  • 2 replies
  • 1545 views

Hi all. I am trying to figure out how sync my Marketo campaigns with Dynamics CRM, so that I can add leads from CRM that may require more marketing work/nurturing to an existing campaign in Marketo. I know that there is an option in Dynamics to add a lead to a Marketo campaign, but when I click that and open the drop down box to select a campaign, I get nothing (see the screenshot). How can I get my campaigns to appear as an option there?

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    2 replies

    Josh_Hill13
    Josh_Hill13
    Level 10
    May 31, 2016

    Did you expose the campaign to Sales Insight using the Campaign is Requested trigger?

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    May 31, 2016

    Hi Kayla,

    Make your smart campaign in Marketo a triggered campaign with the "campaign is requested" trigger with a "source is Sales Insight" constraint.

    -Greg

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