In this article
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Creating and Deleting an Opportunity
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Opportunity: Marketers deliver leads to sales in the form of an opportunity. An opportunity represents a potential sales deal and is associated with a lead or contact and an organization in Marketo. An opportunity role is the intersection between a given lead and an organization. The opportunity role pertains to a lead’s function within the organization. |
Problem
In the marketing industry, managing a large number of records is a big effort. This is time-consuming as the order volume is high and there is always the chance of a human error that can impact customer relations.
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Here, we are looking at a scenario where a company has procured leads to sales in the form of an opportunity.
- To sync an opportunity: Firstly, we are inserting an opportunity into a Leads database. We perform this operation using a Mapper Snap and Lead Write Snap (Sync Opportunities).
- To retrieve an opportunity: Next, we use another Mapper Snap to map expression and target path and send it to Lead Read Snap (Get Opportunities) which will help to retrieve the records.
- To delete an opportunity: Finally, we use the third Mapper Snap with expressions and target path similar to the second Mapper Snap to identify and delete the opportunity using Lead Write Snap (Delete Opportunities).
To sync an opportunity
First, we insert an opportunity into the Leads database. We perform this operation using the first Mapper Snap and Lead Write Snap (Sync Opportunities).
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| Delete Opportunities Input | Delete Opportunities Output |
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