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Level 2
November 23, 2016
Question

Alerts with Dynamic Token for Form Submission

  • November 23, 2016
  • 1 reply
  • 3575 views
I'm trying to create a single flow that would allow me to assign round-robin lead routing to Salesforce. 

When a lead is created in Marketo, I'd like to assign to a sales rep, but also send an alert email that indicates which form or static list upload the lead came in from. 

How can I create a single Alert email that would dynamically include the appropriate form or list in the email? In other words, rather than setting up a flow action for EACH form, can I create a Universal Alert Email that fills in the Form Name via a {{dynamic field}}?
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1 reply

SanfordWhiteman
Level 10
November 23, 2016

{{Trigger.Name}} is the name of the form with a Filled Out Form trigger.

Devraj_Grewal
Level 10
November 23, 2016

Indeed. So instead of using the trigger "lead is created", use the trigger "fills out form" along with any other filters needed. The flow can be to send the alert.