Sales Insight - notify me when...

3 replies
2346 views
Translate

Hi!

Is there a way to set-up Sales Insight so that I receive an email whenever anyone in SFDC earns 3 stars or 3 flames?

Warm regards,
Nora

Marketo

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

Itay_Billet4Accepted solution

Level 8

Hi Nora, you can set a smart campaign that sends alerts based on gaining 3 stars (relative score) or 3 flames (urgency):
Trigger: Data Value Change -
Attribute - Relative Score
New value is 3
Flow: Send alert (create an email and add your email address to "to other emails")

A

Anonymous

But are you sure the lead not will get en email?

Translate

Nora_Slattery3Author

Level 4

Thank you Itay! this worked (I know I finally got around to testing it months down the track) :)

Warm regards,
Nora

Translate

Itay_Billet4Accepted solution

Level 8

Hi Nora, you can set a smart campaign that sends alerts based on gaining 3 stars (relative score) or 3 flames (urgency):
Trigger: Data Value Change -
Attribute - Relative Score
New value is 3
Flow: Send alert (create an email and add your email address to "to other emails")

Translate

Sign up

Login with SSO

Login to the community

Login with SSO