Trigger off of Opp Closed Won not triggering

[Anonymous]

I have added a trigger to one of my nurturing campaigns to trigger on a closed/won opportunity of a certain type. I made a dummy opportunity and saved it and have been waiting 10-15 mins for the trigger to go off. It has not. I also have a smart list which supports the campaign, with the filter "Opportunity Updated in Last 1 Day". This does not show my dummy lead attached to the opportunity. What am I missing? Does the lead have to be PRIMARY contact on the opp to be considered?

[Anonymous]

Elliott, sending me down that rabbit hole revealed my hypothesis to be true. The synch into marketo must first allow the system to register the lead as being added to the opportunity. Only then can you expect a trigger to actually work with any other update. This has solved my problem! Thank you

[Anonymous]

i think it needs time to synch over the ADDED TO OPP first, and THEN only will it trigger off of UPDATE OPPORTUNITY with the parameters I put above. Like Marketo needs to first recognize the lead in the opportuntiy, then only will it accept an update of stage to trigger. It won't work if both are done at the same time. In real life this would occur this way anyways, so let me test my theory. Gotta wait a few minutes for the changes to synch. I'll post back shortly. 

[Anonymous]

Hmm, interesting - let me take a look. Maybe it bugged out because I both added to opp AND updated stage in 1 save in SFDC? 

[Anonymous · Accepted solution]

A couple more things to check before I give up :0)  Check the Activity Log for the lead that has a Contact Role on your dummy Opp.  Is there an Add to Opportunity activity and in its Activity Detail is the Stage a value prior to "Won"?  Is there a Update Opportunity activity some time later and in its Activity Detail is the Stage value "Won"? 

[Anonymous]

Let me just put in a support ticket, I appreciate your help guys but don't want to waste more time if there's some bug

[Anonymous]

Hi Elliott - I would think that would be the case, but a day later even my smartlist (which is just a smartlist, no other ties to anything else) will not populate with my 1 dummy lead from the dummy opportunity created. 

[Anonymous]

Naor, there may be a timing issue (of microseconds) between when the trigger fires in your smart campaign and the lead qualifies in your smart list and is available to the smarft list if the Opportunity update that was made in the last 1 day is the same one that is causing the trigger to fire.  Can you provide ascreen shot of the smart list in the smart campaign as well as a screen shot of the flow actions?

[Anonymous]

Got it. If you feel up for it, can you provide a screen shot of the Account Detail and the Opp Detail? To me, you have set this up right. I don't mind continuing to brainstorm with you. If not, maybe someone else can chime in or you can ask support.

[Anonymous]

I think i've asked Marketo to make our synch as fast as available. I created both a fake lead and fake opp and did everything by the book. Still nothing. I even updated the opp multiple times to ensure it was updated. 

[Anonymous]

To me, it appears that you have set this up correctly. I recreated your smart list and was able to see results. What is the timing of your synch? Every 30 mins? 1 hour? I don't imagine that is the reason, but thought I would ask.

Did you update the Opp before adding the dummy record to it?

[Anonymous]

Here it is. TYPE is a field under Opportunity. I'm specifically looking for 3 types, as indicated here. This smart list yields 0 results, and the identical triggered campaign does not trigger. 

[Anonymous]

Hay Naor,

I believe they just need to have a Contact Role, not necessarily the Primary. Can you provide a screen shot of your smart list? When you say "of a certain type," what do you mean exactly?