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mmaidment
Level 2
Jan 31, 2023 3:36 PM UTC
Question

Salesforce List

Hi - If you have a Marketo instance integrated with SF, is there a way to create a list (IN SF) that shows the Sales team recent form fills, web visits, etc. in SF instead of having to go to a specific lead/contact and see that they filled out a form? Thanks!

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1 reply

SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group Leader
User Group Leader
Jan 31, 2023 3:53 PM UTC

A "list"? Not exactly. But a Campaign? Certainly.

 

You can sync Marketo Programs directly to SFDC Campaigns, one-to-one. Or you can use the Add to SFDC Campaign flow step to do ad hoc additions. Have you read the Marketo docs on these topics?

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