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Shailendra_Dube
Shailendra_Dube
New Participant
April 1, 2019
Solved

Update Contact Status when Opportunity Status Updates

  • April 1, 2019
  • 3 replies
  • 3102 views

Hi Community members,

If the person has an opportunity and the stage is anything but not Closed Lost, Internal Test Account, and Duplicate, could we update Contact Status on the Contact object using a triggered campaign in Marketo?

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Best answer by Jay_Jiang

Yes you can:

use "added to opportunity" and "opportunity is updated" triggers with constraints

use change data value in the flow

3 replies

Shailendra_Dube
Shailendra_DubeAuthor
New Participant
April 2, 2019

Thanks, Jay

It was working as per your first comment, some small mistake done was resolved.

Jay_Jiang
Jay_Jiang
New Participant
April 1, 2019

Things to check:

1. Is the contact associated to the opportunity through a contact role?

- look in the activity log of the person you are testing and check if there is an Added to Opportunity or Opportunity is updated activity at all

- if there's an activity, double click to open it, screenshot the details and paste it here

2. Did you modify an existing smart campaign where the schedule is "run through once"?

3. Are your salesforce mappings for opportunity and contact standard?

4. Are there field visibility settings preventing the sync user from seeing necessary fields?

    Jay_Jiang
    Jay_JiangAccepted solution
    New Participant
    April 1, 2019

    Yes you can:

    use "added to opportunity" and "opportunity is updated" triggers with constraints

    use change data value in the flow

    Shailendra_Dube
    Shailendra_DubeAuthor
    New Participant
    April 1, 2019

    Thanks, Jay

    I will try this & will in this discussion.

    Shailendra_Dube
    Shailendra_DubeAuthor
    New Participant
    April 1, 2019

    Hi Jay,

    I have "added to opportunity" and "opportunity is updated" in Smart Campaign & added flow steps. Then I have updated the Opportunity stage in Salesforce, but Smart Campaign is still not triggered.

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