Can you set up an internal sales alert with custom fields?

[Anonymous]

We have a custom CRM integration and are not using the SFDC CRM. I'd like to still send out Sales Alerts to the sales team when a lead takes an action in a program.

Sales Owner and Account Owner are not the field we use - instead we have a custom field integrated with our CRM. Is it still possible to send a sales alert to them?

Reference in Product Docs: Send Alert - Marketo Docs - Product Docs

[Eric_Salamon1]

Maybe but it would be a little more work. you could always created the send alert and create options, then based on the criteria you can use specific email addresses. For example :

If custom field is blah

send alert to: none

CC: email address

else:

send alert to: none

CC: email address

and you can add more if statements in between to cover all your team.

[SanfordWhiteman]

You don't need choices. An alert that's sent via trigger SC can use tokens in the "Send Other" textbox.

[Eric_Salamon1]

Sanford,

If it is a custom field would you still be able to use the Marketo token? If it is great, it would be faster to do that.

[SanfordWhiteman]

Sure, tokens are supported as long it's a trigger (not batch).

[Eric_Salamon1]

Thanks for the info Sanford!

[Anonymous]

Thanks for your help! I'll put this into action today.