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