How do you stop Marketo emailing the sales team about a lead they have disqualified or reassigned? | Community
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A
Anonymous
July 21, 2015
Question

How do you stop Marketo emailing the sales team about a lead they have disqualified or reassigned?

  • July 21, 2015
  • 1 reply
  • 714 views

Hi everyone

We have Marketo integrated with CRM Microsoft Dynamics. We've set up the flow so that when a lead is submitted on our website it's added to CRM and assigned to a Lead Owner, the Lead Owner is then emailed asking them to respond within x days. If the lead isn't updated in CRM within that timeframe, Marketo sends them another email chasing them.

This process works well, but how do you do the following:

  1. Stop Marketo from chasing the Lead Owner if they have disqualified or deleted the lead?
  2. Get Marketo to chase the new Lead Owner if it has been reassigned (at the moment it continues to chase the original Owner)?

Many thanks

Emma

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1 reply

A
Anonymous
July 21, 2015

After the wait step, add a remove from flow action that checks for those things you mentioned and removes anyone who shouldn't get the reminder. (e.g. If Choice 1: Status is Disqualified, Remove from Flow, If Choice 2: Microsoft is Deleted is True, Remove from Flow; Default Choice: Do Nothing)

To the best of my knowledge, Marketo cannot trigger off the lead owner changing in Dynamics. Personally, this is one of the reasons I prefer to have the sales alerts managed in CRM.

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