Send notifications using Acrobat Sign for Microsoft Dynamics 365 and Marketo

Last update: October 1, 2024

Topics:
Integrations

CREATED FOR:

Intermediate
Admin

Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way using Acrobat Sign, Acrobat Sign for Microsoft Dynamic, Marketo, and the Marketo Microsoft Dynamics Sync. To send notifications from Marketo, you first need to purchase or configure a Marketo SMS management feature. This walkthrough uses Twilio SMS, but other Marketo SMS solutions are available.

Prerequisites

Install the Marketo Microsoft Dynamics Sync.

Information and the latest plugin for Microsoft Dynamics Sync is available here.
Install Acrobat Sign for Microsoft Dynamics.

Information about this plugin is available here.

Find the custom object

Once the Marketo Microsoft Dynamics Sync and Acrobat Sign for Dynamics configurations are complete, two new options appear in the Marketo Admin Terminal.

Admin

Click Dynamics Entities Sync.

Sync must be disabled before syncing custom entities. Click Sync Schema if this is your first time. Otherwise, click Refresh Schema.

Sync the custom object

On the right side, locate Lead, Contact, and Account-based custom objects.
- Enable Sync for the objects under Lead if you want to trigger when a Lead is added to an agreement in Dynamics.
- Enable Sync for the objects under Contact if you want to trigger when a Contact is added to an agreement in Dynamics.
- Enable Sync for the objects under Account if you want to trigger when an Account is added to an agreement in Dynamics.
- Enable Sync for the Agreement object under the desired Parent (Lead, Contact, or Account).
In the new window, select the properties you want under Agreement.

Enable the boxes under Constraint and Trigger to expose them to your Marketing Activities.
Reactivate the sync after enabling sync on the custom objects.

Go back to the Admin Terminal, then click Microsoft Dynamics, then click on Enable Sync.

Create the program

In Marketing Activities, right-click Marketing Activities on the left bar, select New Campaign Folder, and name it.
Right-click on the created folder, select New Program, and give it a name.

Leave everything else as default, then click Create.

Set up Twilio SMS

First ensure you have an active Twilio account and purchased the SMS features you require.

Setting up the Marketo - Twilio SMS webhook requires three Twilio parameters from your account.

Account SID
Account Token
Twilio Phone Number

Retrieve these parameters from your account, now open your Marketo instance.

Click Admin in the top right.
Click Webhooks, then click New Webhook.
Enter a Webhook Name and Description.
Enter the following URL and be sure to replace the ACCOUNT_SID and AUTH_TOKEN with your Twilio credentials.
https://[ACCOUNT_SID]:[AUTH_TOKEN]@API.TWILIO.COM/2010-04-01/ACCOUNTS/[ACCOUNT_SID]/Messages.json
Select POST as your Request type.
Enter the following Template and be sure to replace MY_TWILIO_NUMBER with your Twilio phone number and YOUR_MESSAGE with a message of your choosing.
From=%2B1[MY_TWILIO_NUMBER]&To=%2B1{{lead.Mobile Phone Number:default=edit me}}&Body=[YOUR_MESSAGE]
Set the Request Token Encoding to Form/URL.
Set the Response type to JSON then click Save.

Set up the Smart Campaign Trigger

In the Marketing Activities section, right-click on the program you created, then select New Smart Campaign.
Name it, then click Create.

You should see several triggers available for use under the Microsoft folder.
Click and drag Added to Agreement to the Smart List, then add any constraints you wish to have on the trigger.

Set up the Smart Campaign Flow

Click the Flow tab in the Smart Campaign.

Search for and drag the Call Webhook flow onto the canvas and select the webhook you created in the previous section.
Your SMS notice campaign for leads who are added to an agreement is now set up.