Can we send an email alert when new leads are created after filling a form even when Marketo is not link to a CRM ? I created a smart campaign to do so, my trigger is "filled a form is XXX" and my flow is "send an alert: form is filled is XXX" Choice 1 : "Email : Alert form is filled " send to "none" ( as we do not have any sales holder registered in Marketo ) send to others : my email.
This smart campaign do not work as I did not receive any email alert. Is there anything wrong in my smart campaign ?
Josh, I applied your method and it is working now. But I am not receiving alerts on my working outlook email (even on my outlook spam), only on my personnal hotmail adress.
Another question : I thought that we could received new created leads informations but it is only an alert ?
Also, if you want the email to include the name of the form etc. under flow add an interesting moment, type=email, and then in the description use one of these:
{{trigger.Trigger Name}}
{{trigger.Name}}
{{trigger.Web Page}}
{{trigger.Client IP Address}}
Hope that helps! I don’t have a CRM either and that’s what I do so my sales team knows what the lead did (for more triggers, go here https://community.marketo.com/MarketoArticle?id=kA050000000KywJCAS#fills-out-form)
Hi Irene, you can send the email alert when new leads are created even if Marketo isn't linked to a CRM. From your initial description, it sounds like this was set up correctly but as you said it isn't working. Is it possible to post a screenshot to narrow down any issues? If not, you might try removing the form requirement from the flow since you've already designated that in the trigger.
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