AnsweredAssumed Answered

Update Lead Status From Sales Alert Email

Question asked by Elliott Gilliland on May 23, 2019
Latest reply on May 23, 2019 by Jay Jiang

I'd like to try and allow our sales reps to update lead status from the alert emails that we send them.

 

For example, the alert email could include a "archive" or "sales accepted" button which would update the lead status in Marketo and SFDC. Is this possible?

 

None of the triggers I can see allow for someone else to click and cause a data value change on a different lead. My first thought was to include each lead's Marketo Unique Code in the email and use that to add them to a list or somehow create a trigger that eventually causes a data value change, but I couldn't quite get there.

 

Any help would be appreciated.

 

Thanks

Elliott

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