5. Process
Contact submits form and confirmation email
is sent
Form data is written to contact record /sent
to a custom data object
Contact is automatically assigned to a
distributor based on zip code table (ftp)
Contact’s industry number is assigned
R1 Cloud Connector is activated and reads
CDO, contact and external data (from ftp).
Processed data from the connector is sent
back to the data card which fires the emails
and clears the data card when completed
6. Results
Distributor – Action required email is sent
Toro Sales – Notification email is sent
Toro Marketing – Notification email is sent
7. Results
This process has resulted in a
large productivity gain for our
marketing group. It works for
all of our 80+ products from
multiple forms on our many
web properties.