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Microsoft Dynamics CRM Appointment Info in Marketo

Question asked by a72e06c9e7205b782ed0a2a7804eb864b7fc5520 on Oct 5, 2016
Latest reply on Oct 6, 2016 by e6615dd679b5dd0c3e60c20085706f392a9af2cb

Hi All.

 

Wondering if anyone has had any experience passing appointment details (date, time, subject, etc) from Microsoft Dynamics CRM into Marketo.

 

Ideally what we are trying to achieve is the following:

  1. Account manager sets appointment with their customer in CRM
  2. Appointment details feed into Marketo
  3. Marketo smart campaign sends an 'alert' to the account manager 1 hour before the schedule appointment with a summary of information housed in Marketo.

Step 3 is fine, we have the info and the email we want to sent, struggling with the trigger based on the appointment time.

 

Thanks

Nick

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