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A
Anonymous
March 2, 2016
Question

Docusign / Marketo integration

  • March 2, 2016
  • 1 reply
  • 3160 views

Anyone have experience with Docusign / SFDC / Marketo integration? Can I use Docusign Status fields from SFDC in Marketo for Smart Lists, Campaigns, etc?

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 2, 2016

Hi Trent,

You can use ANY SFDC field (including custom fields from Docusign) on lead, account or contact, and event opportunity to fllter / trigger your smart campaign. YOu will ned to make sure that the Marketo user in SFDC can access these fields. You can also use custom objects, provided that they are linked to leads, contacts or accounts. The custom objects need to be mapped, but that's not that complicated.

-Greg

A
Anonymous
March 2, 2016

Thanks, Greg.

Do you have a resource I could refer to to learn how to map custom object?

Trent

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 3, 2016

Hi Trent,

SFDC Sync: Custom Object Sync - Marketo Docs - Product Docs

-Greg

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