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Anonymous
Jan 10, 2013 7:57 PM UTC
Duplicate

Offline Engagements

I want to be able to contact my leads via telephone and follow up with an e-mail, change their lead score ect. based on their response in the call. Is there an easy/ automated way to do this? For example, if they stay on the phone for a certain number of minutes, what is the easiest way to increase their score to reflect this?

3 replies

Anonymous
Jan 10, 2013 8:26 PM UTC
If you are syching Marketo to a CRM, your reps can log an activity in the contact record with a specific Subject.  Then you would create a smart campaign whose smart list has the Activity was Logged filter with a Description constraint.  The Description is the "Subject" in SFDC.  The smart campaign's flow would use a Score flow step to increment the desired score field's value.
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Anonymous
Jan 24, 2013 7:04 PM UTC
This is an excellent idea Elliott !!, Thanks
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kh-lschutte
Feb 24, 2020 8:05 PM UTC
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