Question
Trigger off of SFDC Closed-Won Opportunities
Hi All,
We are attempting to build a flow within Marketo in which, based on a opportunity stage changing to closed won in our Salesforce instance, an email is triggered containing a post sale survey.
We've hit a huge road block.
We have integrated our Salesforce with a system called Quotewerks that our sales reps use to build quotes, which are then written back to Salesforce in the form of an opportunity. The problem is, these opportunities are being attached to the account record, not the individual contact record that the opportunities is associated with. Because of this, these opportunities are not being synced back to our Marketo instance and we cannot act on them as part of this flow.
Has anyone else had a similar experience and if so, how did you resolve it? Any advice/insight would be greatly appreciated!
Thank you,
Crystal
We are attempting to build a flow within Marketo in which, based on a opportunity stage changing to closed won in our Salesforce instance, an email is triggered containing a post sale survey.
We've hit a huge road block.
We have integrated our Salesforce with a system called Quotewerks that our sales reps use to build quotes, which are then written back to Salesforce in the form of an opportunity. The problem is, these opportunities are being attached to the account record, not the individual contact record that the opportunities is associated with. Because of this, these opportunities are not being synced back to our Marketo instance and we cannot act on them as part of this flow.
Has anyone else had a similar experience and if so, how did you resolve it? Any advice/insight would be greatly appreciated!
Thank you,
Crystal