Does anyone know how to get an email to be sent to a sales member when one of their leads performs a certain task? Opens an email, goes to the website, etc? | Community
Skip to main content
Jamie_Heaward
Jamie_Heaward
Level 1
September 11, 2018
Question

Does anyone know how to get an email to be sent to a sales member when one of their leads performs a certain task? Opens an email, goes to the website, etc?

  • September 11, 2018
  • 2 replies
  • 1120 views

Our sales team has requested to receive push notifications whenever someone performs a certain task, Whether this is visiting our web page, downloading a white paper, unsubscribing from one of our campaigns, etc. Does anyone know if Marketo can do this?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
September 11, 2018

Jamie,

you can use the related trigger to create a smart campaign and a "send alert" flow step. An you can use campaign tokens to provide contextual to your sales See Tokens for Interesting Moments - Marketo Docs - Product Documentation

-Greg

A
Anonymous
September 11, 2018

Once you have your trigger established, another flow option in your campaign (depending on your need) is to Create a Task (in Salesforce) and assign to Sales Owner. You can set this up to send an email with a link to the task if you wish, by setting 'Notify' to true:

Terms & ConditionsAccessibility statement

Loading footer...