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Nate_Oosterhous
New Participant
February 28, 2017
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Sales alert forwarding rules/CC rules

  • February 28, 2017
  • 1 reply
  • 2632 views

Hello all,

We are looking to forward web lead alerts (alerts that go to sales when someone fills out one of our web forms) to the appropriate Inside Sales Rep if the alert is sent to a Regional Sales Manager.  The only reason one of these alerts would go to the RSM would be because they are the record owner of that person in salesforce.  New leads go through salesforce auto-assignment (routing rules) to be assigned the appropriate ISR but pre-existing web leads go to their owner in sfdc.

Is there any way to accomplish this in marketo?  If not marketo then sfdc?  We want the alert to still go to the RSM but we need to forward the alert or cc the appropriate ISR since RSMs can often miss these alerts.

Thanks!

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Best answer by Jim_Thao7

You can send an alert to both using the same flow or 2 different flows, preferably the same one.  But first, you need to make sure that there is a Marketo field that stores the value for the RSM.  You can then use that token in the Send Alert To Other Emails section.

Note: Don't think about it as forwarding because that will lead you down a path where you think you have to forward this.   You don't have to. 

1 reply

Jim_Thao7
Jim_Thao7Accepted solution
New Participant
February 28, 2017

You can send an alert to both using the same flow or 2 different flows, preferably the same one.  But first, you need to make sure that there is a Marketo field that stores the value for the RSM.  You can then use that token in the Send Alert To Other Emails section.

Note: Don't think about it as forwarding because that will lead you down a path where you think you have to forward this.   You don't have to. 

Josh_Hill13
Josh_Hill13
New Participant
February 28, 2017

Yes, just add RSM Owner Email Address to the Other field on the Send Alert.


But you'd need to have the CRM provide that field, if it is not Account Owner.

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