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:
- Account manager sets appointment with their customer in CRM
- Appointment details feed into Marketo
- 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.