"Speed to Lead" - Form Fill to Phone Call | Community
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John_Westley
John_Westley
Level 4
April 13, 2018
Question

"Speed to Lead" - Form Fill to Phone Call

  • April 13, 2018
  • 3 replies
  • 3575 views

What is the best practice for when someone fills out a demo request in Marketo to alert a rep in SalesForce to call immediately?

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    3 replies

    J
    Community Advisor
    JDNelson1Community Advisor
    Community Advisor
    April 13, 2018

    I'd say populate/create a task with time-bound SLA agreements and reminders baked in to alert them.

      John_Westley
      John_WestleyAuthor
      Level 4
      April 13, 2018

      We have the Alert Rep flow step but it seems to be tied to the Sync between the two systems. And for us one sync could last up to 45 minutes.

      J
      Community Advisor
      JDNelson1Community Advisor
      Community Advisor
      April 13, 2018

      however - we use Slack for faster alerts -- there's just no tracking or reminder capabilities there

        John_Westley
        John_WestleyAuthor
        Level 4
        April 13, 2018

        JD thanks for the reply! Would you mind expanding on the utilization of Slack?

        J
        Community Advisor
        JDNelson1Community Advisor
        Community Advisor
        April 13, 2018

        Yah -- the sync time is why we added real-time slack alerts. Basically in the 'filled out form' flow of your demo request campaign we created a webhook that populates a json call into slack. You can create your own webhook in slack (admin) here: Incoming WebHooks for Slack – Slack Help Center

        The json we use for the webhook is here:

        payload={"text": "<!channel> Demo Requested!: {{company.Company Name}} {{my.linebreak}} {{lead.First Name}} {{lead.Last Name}}, {{lead.Email Address}}, {{lead.Phone Number}}" }
          SanfordWhiteman
          SanfordWhiteman
          Level 10
          April 13, 2018

          You can have your SFDC dev create a custom REST API endpoint, then call it via webhook. That's immediate and doesn't wait on the sync. However, you also need to make sure a new lead flows from SFDC to Mkto in this case.

            Grégoire_Miche2
            Grégoire_Miche2
            Level 10
            April 18, 2018

            +1 on Sanford.

            On top of it, you will have to wait until the lead is created in SFDC before you can call the webhook. You will also probably need a custom SFDC ID field in oder to call the webhook. Test the SFDC Type [Person] field or that custom ID field before firing the webhook. If it's empty, do not fire the webhook and add the lead to a list, then create another smart campaign that fires on data value change from empty to non empty for all leads in the list and fire the webhook.

            -Greg

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