Lead Alerts to Chatter from Marketo

Hi,

I am looking for a suggestion to setup in Marketo to post lead updates/alerts to Chatter in Salesforce.com.

- Lead Alerts
- New MQLs

- Reminders

Thanks & Regards,

Zoheb Shaikh

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New Participant

Hi Zoheb,

There are a few things you can do here, although it may be easier to handle some of these in Salesforce.

Lead Alerts
- the simplest solution here is to use Sales Insight
New MQLs
- I would recommend using process builder to trigger a post to Chatter when a lead hits the MQL stag
- See screenshot below
Reminders
- You could probably leverage Salesforce tasks for this. For example, creating a workflow rule that creates and assigns a task to the lead owner when certain criteria are met.
- I can provide a more detailed answer if you provide some more info on when/what reminders are sent

Hope that helps!
Dan

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