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Amy_Lepre
Amy_Lepre
Level 6
June 18, 2015
Question

Compare two fields then take action?

  • June 18, 2015
  • 3 replies
  • 6194 views

I have a use case where I need to compare two fields and then take two different actions depending on if the fields match or not. I've tried doing this a number of ways using tokens and nothing has worked. I contacted support and they tell me this is not possible to do in Marketo which I find hard to believe.

Some of the methods I've tried:

Smart List: Trigger - Lead was added to list; Filter - Field1 is {{lead.Field2}}

Flow: Add lead to matched list

Smart List: Trigger - Lead was added to list

Flow: Choice 1: Field1 is {{lead.Field2}}, add to matched list and Choice 2: Field1 is not {{lead.Field2}}, add to non-matched list

Smart List: Trigger - Data value changes for Field1 with one constraint: New value is {{lead.Field2}}

Flow: Add lead to matched list

There has to be a way to look at two field values, compare them and then take an action based on if they match or not. Any ideas?

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3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
June 18, 2015

You could build a webhook to return a match (stored in a 3rd field)... if that's in your wheelhouse.

Josh_Hill13
Josh_Hill13
Level 10
June 18, 2015

There is a good guide on that from RingLead.

Right now there is no comparison function or regex in Marketo.

A
AlokRa4
Level 10
June 19, 2015

Can you please share the link where we can access Ringlead guide on this topic?

    A
    AlokRa4
    Level 10
    June 19, 2015

    We ran into a similar issue couple of weeks back. Finally, we had to create a webhook to compare the two fields and then push that data back in MKTO to trigger a campaign. If you already have a server, you can create the webhook or we can help you with that. If you don't have a server, you can do custom coding in SFDC to match this data and update a custom field in MKTO. This custom field can be used in the flow of your smart campaign.

      Amy_Lepre
      Amy_LepreAuthor
      Level 6
      June 25, 2015

      Thanks for the feedback everyone. I'm also interested in the RingLead document. For now we are going to do some custom coding in SFDC. Kind of a clunky solution, but what can you do??

      Denise_Greenb12
      Denise_Greenb12
      Level 6
      December 21, 2018

      Hi Amy,

      Self-promotion isn't allowed in the Community but I think it's okay to mention that someone else offers a useful service. I have contracted with Sanford in the past to provide Webhooks for my clients. They are super-useful tools but not everyone knows how to produce them.

      Denise

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