Trigger Closed Ops to send Alerts to Sales Executives

[Anonymous]

Hello All,

I've built an email and smart campaign that triggers an alert when one of our Sales Executives closes a Pilot Opportunity in SFDC.

For some reason, I am not receiving the triggered email? Here is my setup:

Smart List:

Flow:

When I close an opportunity in my SFDC instance, I am not receiving the email as selected in my alert (My campaign is activated).

Am I missing something here?

Thanks,

David

[Grégoire_Miche2]

Hi David,

Try changing the constraints in you trigger :

• New value is closed
• Old value is not closed

and remove the constraint "Stage is closed"

Hope this helps,

-Greg

[Anonymous]

Hi Greg,

Thank you for the help, but unfortunately I can't get this trigger campaign to work.

Thanks,

David

[Anonymous]

Hi David, this seems like something that should be built in SFDC workflows/process builder. It's standard functionality for SFDC. Any reason you're trying to build this in Marketo instead?