Trigger off of SFDC Closed-Won Opportunities

[Anonymous]

Hi All,
We are attempting to build a flow within Marketo in which, based on a opportunity stage changing to closed won in our Salesforce instance, an email is triggered containing a post sale survey. 

We've hit a huge road block.

We have integrated our Salesforce with a system called Quotewerks that our sales reps use to build quotes, which are then written back to Salesforce in the form of an opportunity. The problem is, these opportunities are being attached to the account record, not the individual contact record that the opportunities is associated with. Because of this, these opportunities are not being synced back to our Marketo instance and we cannot act on them as part of this flow. 

Has anyone else had a similar experience and if so, how did you resolve it? Any advice/insight would be greatly appreciated!

Thank you,
Crystal

[Anonymous]

Yeah, that's a pain. Do you have any kind of field on the opportunity referencing a contact? Maybe something other than the Contact Roles field? If you at least have a related contact on the Opportunity, you could trigger the email from SFDC with a workflow rule instead of from Marketo.

[Anonymous]

Building on Drew's idea.  If you have Salesforce Enterprise or Unlimited, you could write a trigger to create an activity record in the contact's activity history.  Basically, if Account has Closed Won = query contacts for key contact in account and create a closed activity with a title like Closed Won Opp.  

Then build a SmartList in Marketo that queries Activity type = Closed Opp to send your survey.  Might be a bit complex, but better than counting on account reps to add activities manually.  

Not sure if that helps or complicates...

Rust

[Anonymous]

Drew & Rust,
Thank you! I think that would be the most viable work around. We are working with our IT specialist to see if there is a way to correct the issue within our quoting system, but if that falls through this will be my next option.

Appreciate the feedback  🙂