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Thanks for the response Jennifer! The main reason I'm not sending alerts out of LeanData is because only new, unassigned leads flow through it. As a result, there are many existing leads in our database that could perform an alert worthy event, but wouldn't go through LeanData to receive the alert s...
Thanks, Andrew! I like your solution, and especially the idea of using static lists to capture any leads that failed to receive an alert. I might incorporate that into a future iteration of this, however this is what I ended up doing for now:On form fill, determine if lead merits an alert and set Se...
We've been using LeanData for a while now and it's been awesome for managing our lead routing logic as well as matching leads to accounts. However, there is one big issue with movie our routing out of Marketo and into another system like LeanData.It is difficult to quickly route leads and send alert...