Add a Lead/Contact to a Marketo Campaign from Microsoft Dynamics

You can quickly and easily add leads/contacts to Marketo smart campaigns directly from within Microsoft Dynamics. Here’s how.

  1. In Dynamics, go to the Sales area.

  2. Select a view.

  3. Select one or more leads or contacts.

  4. Click and select Add to Marketo Campaign.

  5. Select the Marketo campaign you want to add the leads or contacts to and click Add.

    NOTE

    For the campaign to appear in the drop-down, use the Campaign is Requested trigger, with Sales Insight as the source, when you set up the campaign.

And that’s all folks! You now have the power of Marketo smart campaigns in your hands directly from Dynamics.

On this page