Hi,
My database has records that share an ID in common in a Person Field.
Is there a way to trigger an email to send (like Send an Alert) to someone based on a Data Value Change?
This isn’t possible unless you use a webhook-compatible service to help.
We do a lot of stuff like this, querying for other leads in the same “lead group” as a lead (not a formal CRM Account relationship, that’s why we think of it more like an abstract grouping). But it’s not something Marketo can do with just a regular flow step, because leads don’t cross-communicate like that.
Thank you so much Sanford. Appreciate the feedback. Is there a webhook-service you would recommend? Especially for a newbie to webhooks, in general.