Slack and Marketo - post your use cases! | Community
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July 8, 2016
Question

Slack and Marketo - post your use cases!

  • July 8, 2016
  • 17 replies
  • 7698 views

I just started toying around with incoming webhooks from Marketo to Slack and I'm super excited about the possibilities but I know I've only scratched the surface. I'm not finding a whole lot of different examples and use cases on the community so this thread is a place to post your Slack/Marketo Integration uses so that others can glean wisdom and potentially gain some new options!

If you'd like to know how to integrate Slack and Marketo, please see this article.

Ready, set, GO!

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17 replies

tusharwagh1
New Participant
May 4, 2024

While we were working on integrating Marketo with Slack, we encountered a use case where syncing a Marketo program with an SFDC Campaign triggered a Slack notification to the campaign owner, indicating that this program had been synced to SFDC using webhooks.

New Participant
February 1, 2018

Did anyone see this? Marketo® Announces Integration with Slack to Improve Sales and Marketing Collaboration​ ...I'm looking for additional info!

Community Manager
February 1, 2018

can't wait to see what comes out of it -- hopefully soon!

Amy_Goldfine
New Participant
January 3, 2018

We have a bunch of Slack webhooks set up for form fills. One for trial signups, one for demo requests, another for all webforms. Our Sales team monitors the trial and demo ones for sure.

Our most important automated Slack channel is actually RSS not webhook, I think..it lets us know if Marketo is having any outages or other issues. It's...illuminating to say the least.

Amy GoldfineMarketo Champion & Adobe Community Advisor
Community Manager
January 3, 2018

Interesting about RSS feeds, I hadn't thought of that before. Would this potentially replace a feedly page?

Yoav_Guttman1
New Participant
December 22, 2017

Has anyone had any success setting up slack notifications for specific lead owners, rather than everyone in a specific channel?

What I would ultimately like to do is move all our email alerts into slack, with each notification tagging the proper lead owner, with the alert type and a link to their SFDC record.

Anyone done this or seen any resources on how to do this?

Community Manager
December 22, 2017

I setup unique triggers in marketo and unique channels in slack for each rep. I then post to their channel anytime someone from our Target Account is on our website. You could do the same thing with emails. What I've found is that if you group ALL alerts into one channel and tag reps individually they will all get lost. If you give them each a unique channel with only their own content, they tend to be involved. You could also give more people access to see each others channels, or leadership as well.

Yoav_Guttman1
New Participant
December 24, 2017

so how do you set it up to multiple slack channels? ive only seen documentation for connecting Marketo with 1 slack channel. @JD Nelson​

Loren_Posendek
New Participant
February 17, 2017

We're brainstorming how we could integrate Slack + Marketo. We're thinking less about engagement alerts and more about operational updates (Salesforce syncs, data integrity issues, missing values, etc.). Has anyone tried using the Slack + Marketo integration for any of these scenarios?

New Participant
February 17, 2017

I'm the same Loren. I would like to report on the number of people in a list, for example....but Marketo's API doesn't support that as far as I know.

Community Manager
February 14, 2017

My new favorite Slack alert is my "INTRUDER ALERT" -- we track all our competitor domains and if any known competitor from one of those domains visits our site, we populate a slack channel:

February 14, 2017

I'm just now getting started w/ Slack + Marketo webhooks and loving it. 

Has anyone figured out how to send a link to the Salesforce record when alerting to a lead/contact activity?  Ideally, I'd like my reps to be able to get the alert, and then click on the Salesforce link to quick step to take action.

I tried playing around w/ tokens and the Salesforce search query URL, but it kept breaking my Post.

Thoughts? Ideas?

Community Manager
February 14, 2017

XXX.salesforce.com/{{lead.SFDC Id:default=**Error**}}

Here's what I use; just change the 'XXX' to your sfdc subdomain. This will provide an error url if that

Ryan_Vong7
New Participant
August 25, 2016

We use it for any contact forms as well as just a general monitoring of anonymous folks hitting our website. We created a completely separate slack account just for this. Has it helped?

It's been interesting to see it get a bunch of pings when someone is talking to us as well as seeing the company information then a few days later a call or request coming in.

Community Manager
August 19, 2016

This may not be the best forum for this question, but I was implementing a slack alert when someone fills out our Demo Request form on our website. I've got the alert working, but for this particular post I wanted to do an @channel alert. I can't seem to find the appropriate payload format to get this to fire; anyone know?

Current payload:

payload={"text": "Demo Requested!: {{lead.First Name}} {{lead.Last Name}}, {{company.Company Name}}, {{lead.Email Address}}

August 22, 2016

I believe it's <!channel> according to this: Basic message formatting | Slack 

Community Manager
August 23, 2016

Worked like a charm. Thanks!!

Sean_Day3
New Participant
August 8, 2016

We've been using it pretty heavily for our events and webinar teams. We store program owner slack handles in our local tokens and then use an integration to send registration alerts to the program owners and sales owners via a mention within different channels. We're planning on doing the same for our sales reps when they have attendees check in on-site for our customer summit in October.

August 9, 2016

Interesting! Do you use webhooks for this or a third-party service?

Sean_Day3
New Participant
August 11, 2016

It's all through Marketo's webhooks. We just call the same webhook (we actually have two since each webhook posts to a different channel in slack) and it passes different tokenized values into slack.