Triggering an automated flow off of a Survey Object

Pls move the thread to Products​ and we'll continue there.

@liz Bonin​

If you have a custom survey object in SFDC, you can sync it to Marketo and trigger smart campaign using the "Added to [name of your custom object]" trigger that will be created as a result. If you select the fields of your object you are interested in as constraints when setting up your custom object sync, you should be able to use them as constraints in your triggers as well.

Note however that this will only work when someone is added to a survey record (typically upon that record first being inserted). If you want to trigger on a record update then you cannot do that using the custom object sync. In that case the simplest work around is to update fields on the lead/contact from the child survey record and then trigger off those in Marketo using data value changed as you suggested, with the name of the field and "new value" as the constraint = the new value you are interested in.

Caveat: if you have multiple surveys coming in within a short interval (<10 minutes) for the same person, this second method is not appropriate as data can be overwritten in between sync intervals.

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Justin Norris | Perkuto​​