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hstarr
New Participant
January 13, 2022
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Marketo Smart Campaign - Outreach Tasks

  • January 13, 2022
  • 1 reply
  • 2189 views

Has anyone integrated Marketo with Outreach? I'm curious about using a Marketo Smart Campaign to create a tag or task in Outreach. 

 

Our Sales team uses Outreach to manage their tasks and MQLs.  What we're trying to manage is creating a task or tagging prospects in Outreach, after a prospect has MQL'd. and then reengaged. To do this we created a checkbox in Salesforce indicating that the MQL is older than one day. 

 

The problem is Outreach doesn't allow any time filters to create a trigger.  We can choose to have it applied once to the prospect or every time it matches the criteria, which would mean every time the Salesforce record was updated it would generate a task. I was hoping with a Outreach - Marketo integration I could use some time restrictions to create a task or tag in Marketo. 

 

Does anyone out there have experience creating an Outreach tag from Marketo? 

 

Thanks!

Harison 

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Best answer by SanfordWhiteman

Yes, we built an extraordinarily complex integration with Outreach using the Outreach API (and a webhook-compatible service in-between Mkto & Outreach). It does round-robin assignment, ignores already-assigned prospects, starts sequences, etc.

 

If you want to add a tag to an Outreach account, that’s on the easy side (it’s a direct property of the account). But does of course require development.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
January 13, 2022

Yes, we built an extraordinarily complex integration with Outreach using the Outreach API (and a webhook-compatible service in-between Mkto & Outreach). It does round-robin assignment, ignores already-assigned prospects, starts sequences, etc.

 

If you want to add a tag to an Outreach account, that’s on the easy side (it’s a direct property of the account). But does of course require development.

H
hstarrAuthor
New Participant
January 14, 2022

Thanks Sanford! 

 

So I'd be looking to use a smart campaign in Marketo, to check the MQL status, that the last touch program name has changed  to add ( and if possible remove) a tag from a person in Outreach. You think that should be doable? Thanks for your help!

 

Harison

SanfordWhiteman
SanfordWhiteman
New Participant
January 14, 2022
Certainly doable.
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