What you need to do is use the "Send alert" flow step as it enables to send an email to someone about a lead, the "someone" not being the lead.
How this leaves you with the responsibility to create a field call for instance "Account TeamEmail" and fill it in with emails separated with commas.
Okay so I don't know if this is the answer here but let me try to elaborate on what you said. You may be talking about one or the other:
1. Create a AccountTeamEmail field in Marketo
a) Enter emails of people in an Account Team
--Challenge: So this is not dynamic at all. Obviously we don't want to put the emails of all team members. Every Contact/Person Account may have different team members. Or one team member may be associated to multiple Contact/Person Account
b) This however is useful if we need to send email alerts to associates who are not Salesforce users (thanks)
Again the challenge is to send emails to all the team members of specific Contact/Account. Are we not able to build a Smart List of all Contacts (our employees) who are listed as a team member on Contact/Account? Then send an email to those on the Smart List?
HI again Chris,
You cannot create links between leads in Marketo, so no, you cannot link a Marketo lead (client) with a Marketo lead (user).
You need to build this in SFDC, so you ned to create the field AccountTeamEmails in SFDC first and populate it in SFDC. There are multiple ways to do this, either using the account team members in SFDC or create a custom table to link your SFDC contacts (Clients) with your SFDC contacts (Users) but at the end of the day, you will need some APEX coding to populate the AccountTeamEmails field.
Once populated, it will flow to Marketo where you will be abel to use it in alerts.
Hello Gregoire, thanks for your response. So if we were to leverage using Account Team or Contact Team, how would we do this? The first response you sent me seems like we would be building a string field called TeamMember in Marketo (where were type out user's/team member's email address).
The issue here is that this is not dynamic. We don't want to send emails to all the team members. And I don't think it would make sense to create TeamMember email fields for every unique Account/Contact (obviously there will be different team members on each record, so this is where we want to be able to utilize constraint or trigger to ensure that only team members on a certain Account/Contact which has a score of 100 receives an email (may be use Campaign API here?).
Hi again Chris,
I think you are confusing things.
You create the field in SFDC, NOT in Marketo, because in Marketo you will not have the mechanics to populate it. in the filed, you put whatever list of emails you want, for EACH contact(Client). So each contact Client will have a list of email to alert when needed. Marketo will just inherit the value of this field.
The second issue is to decide when to send an alert. This can be done in Marketo, using whatever trigger/Filter you see fit. such as when the score reaches the value of 100.