Eric_Salamon1

Level 6

Joined the community 10-03-2014

Level 6

Marketing & Sales Operations Manger

San Jose, California

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Re: Capture lead data then send data to partner

by Eric_Salamon1 02-20-2018

If I understand correctly I just grab the Soap names = {{lead. Token}}& continue the rest?

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4596 0 9
Re: Capture lead data then send data to partner

by Eric_Salamon1 02-20-2018

Quick question is there a way to do it without knowing the field names? They were suppose to map it to our fields?

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4596 0 11
Re: Capture lead data then send data to partner

by Eric_Salamon1 02-20-2018

Thanks Sanford. I will see what they called the fields and will map it back from there.

Discussions

4592 0 0
Re: Capture lead data then send data to partner

by Eric_Salamon1 02-20-2018

Marketing asset sharing and our partner doesn't want to manually upload the leads so I need to find a way to share the lead in an automated way. I am not sure how the web hook would work in this case but I will look into it. Thanks.

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4592 0 14
Capture lead data then send data to partner

by Eric_Salamon1 02-20-2018

Here is the situation. My VP wants me to capture data from a form to monitor one of our partners. After the form is filled he wants to automate the data to go to the partner's system. The only thing, I have is a form action from a Pardot form handler. Anyone have any advise on ways to make this happ...

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5211 0 16

Lead Management Marketing Marketing: Email Marketing & Brand Marketing Marketing: Lead & Demand Generation Marketing: Marketing Operations (MOPS) & Data
Re: Sales alert with interesting moment or campaign information

by Eric_Salamon1 11-15-2017

That would be awkward for the client... This email for now is only going to me the VP and the Director of marketing, so I think we are safe. But I should include a line about not sharing this data with clients.

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3977 0 1
Re: Sales alert with interesting moment or campaign information

by Eric_Salamon1 11-14-2017

I will review the triggers again. Thanks!

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1155 0 1
Re: Sales alert with interesting moment or campaign information

by Eric_Salamon1 11-14-2017

Thanks I will review them.

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3977 0 0
Re: Sales alert with interesting moment or campaign information

by Eric_Salamon1 11-14-2017

Good to know that it is possible. Do you know how that type of setup was implemented?

Discussions

3977 0 2
Sales alert with interesting moment or campaign information

by Eric_Salamon1 11-14-2017

First let me explain the background. The sales team is not the best when it comes to SFDC or any technology. They are ok when it comes to Email. I want to know if it is possible to add the last x interesting moments, or the last x campaigns the individual was a part of and any recommendations that y...

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5304 0 12

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