Skip to main content
A
Anonymous
June 30, 2016
Question

Wait for lead ownership to change?

  • June 30, 2016
  • 1 reply
  • 1121 views

Hello everyone -

I was curious if something like this could be done to make life a little easier.

Say there is a lead owned by a holding queue in SFDC. The lead eventually fills out a form to have a rep call them back. I would like for Marketo to "wait" until the lead is reassigned by a lead gen rep to a sales rep and THEN for Marketo to create a task for that rep.

Is something like this possible or anyone have a similar situation with a solution? Thanks!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 30, 2016

Hi Jennifer,

You can just use a "data value changes" trigger, on the lead owner name. This field will be empty while the queue owns the lead, and have a value when the lead is assigned to a person. You can combine this with a "new value is"... and "Previous value is" to select the lead gen rep or the sales rep.

One step further: to make it stronger, you can create a few fields in Marketo that indicates, on the lead, if the owner is a queue or a user, or if the owner is a lead gen rep or a sales rep. Make sure that these fields are created on the lead object and use formulas or workflows to be populated. Then you will be able to use "data value changes" triggers on theses fields.

-Greg

Josh_Hill13
Josh_Hill13
Level 10
June 30, 2016

alternatively, if you know how long it takes, you can just put a Wait step for 1 hour or so and then create the Task.

Grégoire_Miche2
Grégoire_Miche2
Level 10
June 30, 2016

Hi Josh,

IMHO, a wait could be leading to issues if there is any delay in SFDC  sync.

-Greg

Terms & ConditionsAccessibility statement

Loading footer...