Campaign Sync Overview campaign-sync-overview

As part of Campaign Sync, users can set up automation to operate on membership of a Dynamics campaign. Leads qualified to specific behaviors or demographics can be made part of Microsoft campaigns.

Update to the latest version of the Dynamics plug-in for Marketo Engage.

The following flow actions are available:

  • Add to Microsoft Campaign
  • Remove from Microsoft Campaign
Remove from Microsoft Campaign will only remove people that were added using flow actions in Marketo.

There are also two triggers:

  • Added to Microsoft Campaign
  • Removed from Microsoft Campaign

The triggers will execute based on actions from the Marketo Flow Action “Add to Microsoft Campaign” and “Removed from Microsoft Campaign.”

Make sure the Campaign Sync is functional and the campaign is not inactive in Microsoft Dynamics.