Interim Solution for Custom Object Contact-Level Filtering
Hi Team,
We have a custom object related to closed leads that we use for a nurturing campaign. Currently:
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The custom object is linked at the Account level.
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As a result, all contacts associated with the account receives the email.
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Our goal is to have only the specific contact associated with the closed lead receive the email.
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We plan to eventually update the custom object relationship to the Contact level.
Interim solution:
Since the custom object already contains a Contact ID, is there a way to:
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Match/filter the Custom Object Contact ID against the Marketo Lead/Contact ID, or
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Use another Smart List-only workaround to exclude contacts who are not associated with that specific closed lead ?
Any guidance on an interim solution would be greatly appreciated.
Regards,
Akshat