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A
Anonymous
August 7, 2013
Question

How to create a trigger campaign to assign all new leads from the same company to the same sales rep?

  • August 7, 2013
  • 4 replies
  • 1259 views
We have this issue that two sales reps got leads from the same company and both are talking to them at the same time. Is there a way to create a trigger campaign to assign leads that are from companies or accounts already exist in Salesforce?
(e.g. Mike came in as a new lead with email address mike@xyz.com, then assign Mike to the rep who owns lead/contact that has the same email domain @xyz.com)

Any idea is welcome.


Thanks.


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4 replies

A
Anonymous
August 7, 2013
I used Salesforce lead assignment rules for this. If company field contains blah blah, then ignore assignment rules and assign to owner. This helped when leads came in from non-headquarter locations. I didnt see a way to do it in Marketo.
A
Anonymous
August 7, 2013
Thanks Christina.
I'm not a salesforce expert so I'm not sure how we do that when a new lead is created.
My original thought was to create a trigger campaign and look at email domain when a lead is created, look up Salesforce to see if this email domain (i.e. @amazon.com) exists. If it does, use token to assign to the lead owner.

There might be another way, like you suggested, to work around in Salesforce but I don't know how to.
Can you share more details how you did that?
A
Anonymous
August 8, 2013
Are your lead assignment rules in Salesforce or Marketo?

You could use the domain but I would also include an 'or' to include the Company Name field and force the assignment that way.
A
Anonymous
August 9, 2013
In Marketo but I don't know if we can do Vlookup in Marketo to tell if an email domain already exists.
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