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
  • 7735 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

July 8, 2016

Hi Sam, great idea!

I just went ahead and set up my first webhook to try it out. Works like a charm. Now I need a real use case to justify using these. We don't use Marketo for sales but rather for sending multiple newsletters and creating engagement. I'll have a look at the different options and see if I can come up with a few good use cases I can share.

July 8, 2016

Let the Nation know where you get with this. Maybe we will create a new User Group -- Slack and Marketo Integration

Joe_Reitz
Level 8
July 9, 2016

That is insanely cool. Thanks for sharing! I'm very interested to see what we can all come up with!

If it doesn't look cool, you're probably doing it wrong.
Level 9
July 10, 2016

This is really cool - but I'm wondering if you could get aggregate numbers, instead of simply tokens triggered by campaigns. For example....a daily Slack update with the number of new leads gathered overnight.

July 11, 2016

Hmmm, this would be very cool.

David_Gaible
Level 5
July 11, 2016

Our customer service team is now on Slack and loving it. I want to test the idea of sending CSR requests through Slack in addition to Salesforce - I'll post updates when I get it built!

July 11, 2016

Thanks for keeping us posted.

Should we create a user group around this?

David_Gaible
Level 5
July 11, 2016

Yeah, I'm in!

Level 9
July 11, 2016

This is great! Are you able to specify channels or individuals or does it go to everyone in Slack?

Thanks,

Kim

July 11, 2016

Hi Kim,

You can specify a channel, see Step 3 here:

http://developers.marketo.com/blog/integrating-slack-with-marketo/

Best,

Thomas

Community Advisor
August 5, 2016

I use it much to the likes of what you're doing. But we find it very useful for our ABM model in that we alert our reps and ADRs when one of their target accounts is on the site. We normally do weekly email summaries of this info, but with slack open they can get much more accurate response time if needed. In the near future we will push slack alerts for asset download notifications and get much more focused on what we alert, rather than just 'visited website' ... I think this is a great forum and look forward to seeing how we can collectively collaborate on this further...

August 9, 2016

Thanks for sharing @JD Nelson​! This is a great use case and probably very valuable to your ADRs.

Sean_Day3
Level 2
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
Level 2
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.

Community Advisor
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 Advisor
August 23, 2016

Worked like a charm. Thanks!!

Ryan_Vong7
Level 2
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.