Sync Activities to Marketo from your CRM

If you want to sync over Activities into your Marketo portal from your CRM, follow the below steps before adding the Activity Mapping to ourFormstack Sync mappings.

Note: You can only sync activities in to Marketo under the below activity type. No other custom activities will currently work with this mapping.

Create "Synced Activity" Activity

Create a new custom activity with display name "SyncedActivity" and API name "syncedActivity_c".  Providing a description is optional.

Set the filter and trigger as below:

Set the Primary Field to Title:

Create a New Custom Field on This Activity

Select the "New Field" option in the fields tab.

Set the Data Type to "string", name to "Description", and API Name to "description."


Publish the Activity

Publish  the activity from Custom Activity Actions.



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