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What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up?

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What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up?

What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up? I'm used to Pardot's 'lead deck' and was wondering if there was any similar functionality that Marketo offers. I know that the marketo/gmail plug in offers a window pane that shows lead activity, but is there any way for the these notifications to 'pop-up'?

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Re: What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up?

Hi Jamie,

Sales Insight is a good tool, as Kristen suggested.  You could also set up a trigger campaign to send emails directly to your salespeople as soon as a lead takes a specific action you're trying to track.  The Send Alert flow step would ever allow you to send the alert to multiple people at once, and once you get the campaign set up it would all be automatic.

John

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Re: What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up?

Marketo Sales Insight allows for information to be show inside of CRM. Are you using Salesforce?

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Level 7

Re: What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up?

Hi Jamie,

Sales Insight is a good tool, as Kristen suggested.  You could also set up a trigger campaign to send emails directly to your salespeople as soon as a lead takes a specific action you're trying to track.  The Send Alert flow step would ever allow you to send the alert to multiple people at once, and once you get the campaign set up it would all be automatic.

John

View solution in original post

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Anonymous
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Re: What is the best way to send notifications to your sales team in real time about form fills/site visits? Are there browser notifications you can set up?