Do you sync your Marketo emails as an activity in Salesforce? | Community
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Anonymous
Jul 16, 2018 8:59 PM UTC
Question

Do you sync your Marketo emails as an activity in Salesforce?

I'm wondering if anyone logs their Marketo mass emails as an activity in Salesforce? Right now we only log the emails that our reps send on-off as an activity in Salesforce, but I'm thinking there are benefits to logging Marketo emails as well?

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9 replies

Anonymous
Jul 25, 2018 9:22 PM UTC

Thanks everyone! We've been using Sales Insight like you all mention, but I wanted to make sure I wasn't missing a crucial step.

Basically what I'm trying to accomplish is a compilation of all communication with the prospect, a mix of both Marketo and Sales emails. Not sure how to accomplish this at the moment.

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Rebeca_Sandel1
Rebeca_Sandel1
Level 1
Mar 26, 2019 5:35 PM UTC

Hi Sarah,

Did you end up figuring out how to accomplish this? I am in the same boat - though we don't have Sales Insight (at least not as far as I am aware).

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Emily_Miller
Emily_Miller
Level 2
Jul 26, 2019 3:10 PM UTC

I'm in the same situation

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Ulf_Deeg
Ulf_Deeg
Level 3
Jul 18, 2018 11:51 AM UTC

seconding previous comments.don't do it - use sales insights

Also in case you want to pull info ageing info per Salesforce Reporting, if reps havent engaged with the lead/contact - you wont have meaningful data b/c of sent marketo marketing mails.

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Iryna_Zhuravel4
Iryna_Zhuravel4
Level 6
Jul 16, 2018 10:30 PM UTC

If you have Marketo Sales Insight, you can already see all the email sent via Marketo in Salesforce.

Logging every email as an activity can create problems for both systems, as Sanford mentioned. Let's start with what are you trying to achieve/solve?

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    ChristinaZuniga
    ChristinaZuniga
    Level 9
    Jul 18, 2018 4:09 PM UTC

    What about the new data retention policy - won't it remove old interesting moments after 25 months?

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    Ulf_Deeg
    Ulf_Deeg
    Level 3
    Jul 18, 2018 4:41 PM UTC

    Really important emails engagement and activities I would sync to Salesforce Campaigns. You would have Programs for those anyways which more or less auto sync. If you use mainly smart campaigns for sending huge chunks of emails, you might want to switch to email programs.

    I think Sales Enablement is about capturing and showing the sales org relevant info. I doubt they are interested in which email a prospect might have received 25 months before they last showed any engagement. This might be different in your line of business, though.

    ( I am having a closer look at the new data retention soon, but I believe they remove those 25 months "after last activity". )

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    SanfordWhiteman
    SanfordWhiteman
    Level 10
    Jul 16, 2018 9:04 PM UTC

    Are "exceeding your Salesforce storage quota" and "hurting performance on both sides" benefits?

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