Marketo for Outlook Task Assignment in SFDC | Community
Skip to main content
October 14, 2013
Duplicate

Marketo for Outlook Task Assignment in SFDC

  • October 14, 2013
  • 3 replies
  • 1106 views
When a user sends an email with “send and track” through the Marketo Email Add-in for Outlook, Marketo will create a task and assign it to “Marketo Automation.” Our sales management needs to be able to track and report on how many emails their team has sent, but when the task is assigned to “Marketo Automation” instead of the user who sent it, this isn’t possible.
 
I know if they send through Marketo Sales Insight, it will correctly assign the task to the correct user, but our team likes to use Marketo for Outlook.
 
Support told me this is not possible to have the Marketo Email Add-in create the task to the correct user – does anyone have any work around’s they use to accomplish this?
 
Is this something Marketo could work on creating? It’s very important for our sales team. Thanks.

3 replies

New Participant
February 7, 2020
No text available
October 15, 2013
...you could then report on the activity history.
October 15, 2013
Have you considered having the activity of "sales email sent" write back to the activity history on the lead/contact? This is an out-of-box feature.