Re: Trigger an Alert to a linked Person record

yourenicdris
Level 1

Trigger an Alert to a linked Person record

Hi, 

 

My database has records that share an ID in common in a Person Field.

  • For example,
    • the Person field 'Grocery Store ID' has a value of 123 on Sam's Person record.
    • the Person field 'Grocery Store ID' has a value of 123 on Bill's Person record.
  • There is also a Person field on both records called "# of Oranges Sold". 

Is there a way to trigger an email to send (like Send an Alert) to someone based on a Data Value Change? 

  • Using the example,
    • if Sam's field value in "# of Oranges Sold" changes to '10', an email would be triggered to send to Bill.
      • The data value change would trigger the flow.
      • An email would be sent.
      • Marketo would recognize the linked Store ID between the 2 person records, and use it to send the email out. 
      • Essentially, anyone that shares Sam's Store ID in common, would get an email. 
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2 REPLIES 2
SanfordWhiteman
Level 10 - Community Moderator

Re: Trigger an Alert to a linked Person record

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.

yourenicdris
Level 1

Re: Trigger an Alert to a linked Person record

Thank you so much Sanford. Appreciate the feedback. Is there a webhook-service you would recommend? Especially for a newbie to webhooks, in general.