Trigger an Alert to a linked Person record

[yourenicdris]

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. 

[SanfordWhiteman]

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]

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

[SanfordWhiteman · Accepted solution]

Can't make a direct suggestion due to community guidelines. But it could be a general webhook-as-code framework, or one custom-built 'hook (AWS Lambda, Azure Function, etc.). Very easy to write either way, but won’t write itself!

• fire the hook for any lead that receives the change
• code calls the REST API to get a list of all leads with a matching custom field value (Get Multiple Leads by Filter Type)
• exclude the current lead from the list
• fire Push Lead for all the other leads, or alternately add a Custom Activity for all the others — either one is triggerable

[yourenicdris]

Thank you again, Sanford (and Jo!)

[Jo_Pitts1]

@yourenicdris ,

Flowboost is the tool you need to be looking at. 

Cheers 

Jo