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Add Leads/Contacts to your campaign from Salesforce
Add Leads/Contacts to your campaign from Salesforce

Add Leads/Contacts to a Jeto Campaign from Salesforce using Marketo Sales Insight (MSI)

David Desrosiers avatar
Written by David Desrosiers
Updated over a week ago

With Jeto campaigns, you can have people in SFDC use sales insight to control / add members to the campaign.

This can be done using “Add to Marketo Campaign” from MSI.

To make this work, add "Campaign is Requested" as a trigger trigger on your campaign's smartlist and set the source to "Sales Insight" (Visit Marketo Documentation for more detailed instructions).

Then activate the campaign so that it appears in the options. For this you have 2 options:

Option 1) Configure Jeto with Automated Launch, so that after the program is cloned, Jeto will automatically activate this trigger campaign. Learn how to setup Automated Campaign Launch.

Option 2) Once the campaign is created, a Marketo adminisitrator can finalize the Marketo Program in Marketo and manually activate the campaign from the new program.

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