Slack and Marketo - post your use cases! | Community
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A
Anonymous
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.​

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    A
    Anonymous
    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?

      J
      Community Advisor
      JDNelson1Community Advisor
      Community Advisor
      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

        J
        Community Advisor
        JDNelson1Community Advisor
        Community Advisor
        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:

          Loren_Posendek
          Loren_Posendek
          Level 4
          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?

          P
          PhillipWi1
          Level 9
          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.

          Yoav_Guttman1
          Yoav_Guttman1
          Level 4
          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?

          J
          Community Advisor
          JDNelson1Community Advisor
          Community Advisor
          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
          Yoav_Guttman1
          Level 4
          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​

          Amy_Goldfine
          Amy_Goldfine
          Level 9
          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
            J
            Community Advisor
            JDNelson1Community Advisor
            Community Advisor
            January 3, 2018

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

            J
            jkyles
            Level 4
            February 1, 2018

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

            J
            Community Advisor
            JDNelson1Community Advisor
            Community Advisor
            February 1, 2018

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

            tusharwagh1
            tusharwagh1
            Level 2
            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.

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