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Carson_Morford
Carson_Morford
New Participant
September 13, 2017
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Custom SFDC Task Activity for scoring

  • September 13, 2017
  • 1 reply
  • 1519 views

We have a comprehensive scoring system in place that both scores leads up based on good behavior and decays leads' scores based on a lack of activity. Our lead scoring works in conjunction with our lifecycle model, which we use to populate SDR queues. We are implementing a new SDR dialer right now that allows SDRs to mark a general disposition and sentiment after each call.

Our decay program is set up to decrease leads' scores based on no interesting moments, which unfortunately aren't being created from the SDRs' activity in the new dialer. We are not able to score leads up for good calls or clicks in sales emails and are thus not able to create interesting moments, resulting in leads decaying when they are actually being worked.

Does anyone know any way to sync custom SFDC activity on the task object over to Marketo to allow us to create interesting moments for leads and score them up as they are being worked?

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Best answer by Trevor_Parsell

Hey Carson,

Have you tried using the "Activity is logged" trigger with an "is task" constraint? This could work to pull in the leads with sales activity and then you could create interesting moments with a flow action based on the subject of the activity.

Example:

1 reply

Trevor_Parsell
Trevor_ParsellAccepted solution
New Participant
September 13, 2017

Hey Carson,

Have you tried using the "Activity is logged" trigger with an "is task" constraint? This could work to pull in the leads with sales activity and then you could create interesting moments with a flow action based on the subject of the activity.

Example:

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