Slack and Marketo - post your use cases!

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Level 6

Re: Slack and Marketo - post your use cases!

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.

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Champion Moderator

Re: Slack and Marketo - post your use cases!

as long as you can write a trigger campaign for it, you'll be good. I have one that I setup with our GoToMeeting integration where if the program status changes to 'error' then it fires a slack alert. I haven't done much with sfdc alerts or anything; but missing values would be an easy one to integrate.

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Re: Slack and Marketo - post your use cases!

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?

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Champion Moderator

Re: Slack and Marketo - post your use cases!

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.

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Re: Slack and Marketo - post your use cases!

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

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Champion Moderator

Re: Slack and Marketo - post your use cases!

You have to do one webhook per channel. We have over 35 webhooks in our slack instance -- most of them are used in Marketo. You can use fewer smart campaigns, though, and just have a deeper list of flow steps by channel. For instance "Opens email that meets criteria" then a flow step "if lead owner = ABC, then Slack 1" etc.  Hope that helps

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Level 3

Re: Slack and Marketo - post your use cases!

Hey JD Nelson​! How do you go about mentioning the lead owner in the webhook payload for notifications?

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Champion Moderator

Re: Slack and Marketo - post your use cases!

we do it using

Lead Owner ID = (18-digit sfdc id of User)

(with other steps to filter out known Customer, Junk Users, etc)

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Champion Moderator

Re: Slack and Marketo - post your use cases!

Your trigger would be 'opens email' or whatever you use today, and then just add a filter for 'lead owner id' and put the 18-digit sfdc lead owner id for each rep.

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Champion Moderator

Re: Slack and Marketo - post your use cases!

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.