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Alyssa_DiMaio
Alyssa_DiMaio
Level 2
Feb 17, 2021 9:00 PM UTC
Solved

Customizing Form Fill Activity Sync Information to Salesforce

Does anyone know if it's possible to push the data from the hidden utm fields from my forms in Marketo to the Salesforce activity task. See the attached photo for what I'm referring to from within Salesforce. 

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SanfordWhiteman
SanfordWhitemanAccepted solution
User Group Leader
Feb 17, 2021 9:22 PM UTC
Not with the standard sync (which isn't really the best idea anyway, as it only syncs one activity of each type per day). You can use a Create Task flow step instead and include tokens.
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7 replies

SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group LeaderAccepted solution
User Group Leader
Feb 17, 2021 9:22 PM UTC
Not with the standard sync (which isn't really the best idea anyway, as it only syncs one activity of each type per day). You can use a Create Task flow step instead and include tokens.
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Alyssa_DiMaio
Alyssa_DiMaioAuthor
Level 2
Feb 17, 2021 9:24 PM UTC

Thank you! Will that create a separate task in addition to the task that automatically syncs when a lead fills out a form?

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SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group Leader
User Group Leader
Feb 17, 2021 9:44 PM UTC
Yes, you should turn off the Activity Sync when moving to this other method.
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