Re: Email contacts in contact lookup fields on opportunity

Anonymous
Not applicable

Email contacts in contact lookup fields on opportunity

We've got a bunch of contact lookup fields on our opportunity object. I'd like to email the contacts populated in these fields but can't figure out how to access them via a smart list. Does anyone have experience with this? Can I only email contacts that are related to an opportunity via the contact roles?
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Josh_Hill13
Level 10 - Champion Alumni

Re: Email contacts in contact lookup fields on opportunity

You should look in

Was Added to Opp (or Opp was Updated)

go to Constraints, and look for the field in question.

Lookup fields will tend to display the SFDC ID record # for that lookup. I'd check to see if particular leads display that ID or email address by looking at their record in Lead Database.
Delinda_Tinkey1
Level 5

Re: Email contacts in contact lookup fields on opportunity

The only way Marketo can pull opportunity info is if the contact is associated via a contact role on the opportunity, not a contact lookup field. So it sounds like you would need some custom SFDC development that will take the contacts from those fields and automatically give them a contact role on the opp. Then you could use the "has opportunity" filter in Marketo and add a constraint to find the specifc opportunies.