Create or update Marketo leads when new envelopes are viewed in TruCentive
Don't waste time transferring information over to your CRM manually—automate it! Once active, this integration will ensure that every time a new TruCentive envelope is viewed, a Marketo lead will be created or updated automatically.
Don't waste time transferring information over to your CRM manually—automate it! Once active, this integration will ensure that every time a new TruCentive envelope is viewed, a Marketo lead will be created or updated automatically.
- When this happens...Envelope Viewed
Triggers when a recipient views a gift envelope, but has not opened the enclosed gift yet.
- automatically do this!Create or Update Lead
Creates or Updates a lead.
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Envelope Opened
Triggers when a recipient opens a gift that is contained in an envelope.
Try ItProject
Gift Type
AmountRequired
AddressRequired
First Name
Last Name
Test Mode
List
Additional Fields
Try ItZap Id
Program ContextRequired
Campaign ContextRequired
Program ContextRequired
Program Member ContextRequired
Try It