Sales email alert for new account activity

Highlighted

Sales email alert for new account activity

I would like to send an email alert to the Salesforce account owner out of Marketo when an account field changes to a particular value.

 

I set up a triggered smart campaign to send an alert based on a data value change to a company field, but then realized that when the company value updates in Marketo, the tens or hundreds of associated contacts will all qualify for the smart campaign! 

Does anyone know of a way to send 1 alert email per data value change on the company records instead of 1 alert email per data value change on the person record?

 

Thank you!

1 REPLY 1
Highlighted
Level 10 - Community Moderator

Re: Sales email alert for new account activity

You could do this by invoking a webhook on Data Value Changes (instead of sending the Alert directly). Then the webhook can only respond for the first change in a batch, ignoring the others.

 

(Note: Marketo would still be invoking the webhook for each; the webhook service would be coded to ignore all but the first call.)

 

Although really this would be easier to do in Apex I think (set a flag on one contact).