Identify respective sales representatives

[Anonymous]

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

[Grégoire_Miche2 · Accepted solution]

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]

Thank you Greg.

[Grégoire_Miche2]

You are welcome