Amber_Hobson

Nevermind! I figured it out! Our web designer used a different field instead of requests a demo on this form. I updated that and everything is working perfectly!

But now I'm confused. That one worked perfectly fine. But I tried setting up my next where my trigger is filled out form and I filter on requests a demo is true. Then I have the same send alert as above, but I also add steps for changing my progression status and adding an interseting moment. For so...

Can you show me a picture? I'm not sure what you're trying to do and when I'm in Marketo, I don't see the availabiltiy to do a filter based on simply campaign name.

I've found that sometimes it takes a while for some of my updates to happen between the systems. It seems to be really random because one day I added a new field in Salesforce and it showed up less than 10 minutes later and then another time it took over 4 hours to show up.

But, how do you know if the field is Marketo only and not in Salesforce? We're trying to find the difference between those.

Thanks! I wanted to make sure my thinking was correct.

Do you use Salesforce or Sales Insight? What we do is we have triggers for our current clients as we do for new prospective leads. We just train out client sales reps to look at the contact level to see what has been happening with the client, the same way a new business sales rep would look at the ...