Sync new/updated lead from Microsoft Dynamics CRM to Marketo
Created by @mthammareddy For a lead created or updated in Microsoft Dynamics CRM, SnapLogic searches for a matching lead in Marketo by email address. If no matching lead is found in Marketo, SnapLogic creates a new lead. If a matching lead is found in Marketo, SnapLogic updates that lead. Configuration You will need to define the following pipeline parameters: authorization, in the form of Bearer xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx:xx endpoint, in the form of https://xxx-xxx-xxx.mktorest.com Sources: Microsoft Dynamics CRM Lead Targets: Marketo Lead Snaps used: Dynamic CRM Read, Filter, Mapper, JSON Generator, REST Post Downloads Microsoft_CRM_Lead_Record_Marketo.slp (9.9 KB)
Create opportunities in Microsoft Dynamics CRM and create invoice in Workday if sale occurs
Created by @pavan This pipeline pattern is used to automate the opportunity to sale process. By using this pipeline, opportunities or orders are created in Microsoft Dynamics CRM and then automatically triggers the creation of an invoice in Workday if a sales occurs. Configuration Sources: Microsoft Dynamics CRM Invoice Targets: Workday Revenue Management Snaps used: Mapper, Microsoft Dynamics CRM Create, Microsoft Dynamics CRM Read, Workday Write Downloads 4.9_MS Dynamic CRM to Workday.slp (8.4 KB)