Skip to main content
Anonymous
May 16, 2016
已解决

Identify respective sales representatives

  • May 16, 2016
  • 3回复
  • 1783查看

Dear All,

I need your help / suggestion to implement below logic:

1) We want to sent Invitation email to Sales Managers (SM).

2) The call to action is to access Program T&C.

3) Once the SM, accepts the T&C then we need to send email to Sales Representatives that reports to respective SM.

I am struggling to find the logic for step-3.

Thanks

Sachin

此主题已关闭回复。
最佳答案由 Grégoire_Miche2

Hi Sachin,

There is no possibility to cross reference records natively in Marketo, in fact, without the help of some external treatment.

You will need to use some external web service and API to do this.

For instance, when the T&C are accepted, you would add the Sales Manager to a list. Then, you could have a web service that regularly looks into that list, and then select all the leads that match and run a smart campaign for them.

Another way to do this is to use your CRM. If you have SFDC, you could use a Process Builder, adding all the corresponding SR's to an SFDC campaign.

-Greg

3回复

Grégoire_Miche2
Grégoire_Miche2回答
Level 10
May 16, 2016

Hi Sachin,

There is no possibility to cross reference records natively in Marketo, in fact, without the help of some external treatment.

You will need to use some external web service and API to do this.

For instance, when the T&C are accepted, you would add the Sales Manager to a list. Then, you could have a web service that regularly looks into that list, and then select all the leads that match and run a smart campaign for them.

Another way to do this is to use your CRM. If you have SFDC, you could use a Process Builder, adding all the corresponding SR's to an SFDC campaign.

-Greg

Anonymous
May 16, 2016

Thank you Greg.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 16, 2016

You are welcome

条款和条件Accessibility statement

Loading footer...