Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Rubiks note

Numbered Headings
start-numbering-ath5
Select the Marketo only
lead
person (Microsoft Type is empty) that you want to create as a contact in Dynamics.

Image Modified

Click
Lead
Person Actions and Microsoft, and select Sync
Lead
Person to Microsoft.

Image RemovedImage Added

Click Sync As and select Contact. Click Run Now.

Image RemovedImage Added

The new contact is created in Dynamics. This contact will not be associated to any Account in Dynamics.

Now, you can select Contact when you use the Sync As constraint in a smart campaign filter.

Image RemovedImage Added

That's all there is to it!

 

...