In this article

Creating and Deleting an Opportunity

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.

Solution

Using the Marketo Snap Pack, you can automate the process of performing operations to the Asset database and Leads database, these database manages the potential Asset data and Lead data of the organization. An organization deals with a lot of data exchange with their database, particularly in the marketing industry it may either be business potential data or internal employee data. This Pipeline demonstrates how to create, retrieve and delete an Opportunity.

Understanding the Solution

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).

We are mapping the expression with the target path in the first Mapper Snap, where we route the values.

Mapper 1 Input

Upon validation, the mapper output confirms the mapping of externalopportunityid, action, and dedupeBy respectively,

Mapper 1 Output

We configure the Lead Write Snap to sync the opportunities. After which we see the output of the opportunities being synced to the Leads database.

Sync Opportunity Input	Sync Opportunity Output

To retrieve an opportunity

Next, we use another Mapper Snap to map expressions and target path and send it to Lead Read Snap (Get Opportunities) to retrieve the records.

Mapper 2 Input

Upon validation, the Mapper Snap output confirms the mapping of 'filtertype' to 'idfields' and 'filterValues' to the respective value.

Mapper 2 Output

Next, we configure the Lead Read Snap to retrieve the opportunity. After which we see the output of the opportunity retrieved from the Leads database.

Get Opportunities Input	Get Opportunities Output

To delete an opportunity

Finally, we use the third Mapper Snap with expressions and target path similar to the second Mapper Snap to delete the opportunities using Lead Write Snap (Delete Opportunities).

Mapper 3 Input

Upon validation, the mapper output confirms the mapping of 'idField'.

Mapper 3 Output

Now, we configure the Lead Write Snap to delete the opportunities. After which we see the output of the opportunities being deleted from the Leads database.