"Speed to Lead" - Form Fill to Phone Call

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Level 4

"Speed to Lead" - Form Fill to Phone Call

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

7 REPLIES 7
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Champion Moderator

Re: "Speed to Lead" - Form Fill to Phone Call

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

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Level 4

Re: "Speed to Lead" - Form Fill to Phone Call

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.

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Champion Moderator

Re: "Speed to Lead" - Form Fill to Phone Call

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

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Level 4

Re: "Speed to Lead" - Form Fill to Phone Call

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

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Champion Moderator

Re: "Speed to Lead" - Form Fill to Phone Call

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}}" }

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Level 10 - Community Moderator

Re: "Speed to Lead" - Form Fill to Phone Call

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.

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Re: "Speed to Lead" - Form Fill to Phone Call

+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