Email Notify Lead/Contact Owner AND MANAGER

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Email Notify Lead/Contact Owner AND MANAGER

We have a scoring system that notifies lead/contact owners when a person hits a certain score.

Would be great to have the option to notify the lead or contact owner AS WELL AS that person's manager as identified in the SFDC hierarchy.

Lead follow up is MUCH less likely to get dropped if a manager is included on notifications.



3 Comments
Anonymous
Not applicable
This would be fantastic. We have a similar issue and haven't been able to get managers included in the lead follow up other than adding all of them to lead notification.
Anonymous
Not applicable
A workaround is to create a custom field in Salesforce with the manager's email address (as a text value, not a lookup field) and then sync it down to Marketo to use as a token in the "To Other Emails" area of the "Send Alert" flow action.

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kh-lschutte
Community Manager
Status changed to: Already have it