Create Task

As a marketer, you have information that can assist sales in closing deals. You can create tasks to let them know what they should do and when they should do it.

NOTE

When the Marketo Sync User is creating tasks, Due In is a required field for the task to be created in Salesforce. Marketo will input five days by default if there is no value.

By default, the flow step will look like this:

Customize all fields to create the task the way you want it.

TIP

You can use {{lead.tokens}}, {{company.tokens}}, {{campaign.tokens}} and {{system.tokens}} in the Subject and Description. See Tokens for Flow Steps for more details.

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