Yes, you can use Dynamic Chat even if you do not want to use chatbot

Marketo Employee
Marketo Employee

Do not have a immediate plan to use chatbot for Marketing or Sales?

No problem! you can use Dynamic Chat to extend the engagement of your form fills and its super simple to use.


Conversational Forms 

Make Marketo Engage Forms conversational by integrating them with Dynamic Chat Conversational Flows


Use Cases

Depending on who is filling the form trigger different flows. Here are some usecases for which you can leverage this feature:

  • Drive meeting bookings for qualified leads
  • Recommend content based on what lead is interested in
  • Connect qualified leads to sales through live chat
  • Ask more qualified questions
  • Share a gated content
  • Many more...

How does it work?

Its just 3 simple steps:

  1. Design a flow that you would like to trigger in Conversational Flows (Dynamic Chat)
    Screenshot 2024-05-20 at 7.12.46 PM.png
  2. Goto your Marketo Form > Form Settings

    Screenshot 2024-05-20 at 7.14.59 PM.png
  3. Enable Conversational Flow Settings and set your condition for triggering

    Screenshot 2024-05-20 at 7.15.57 PM.png

Here is a step by step tutorial that can help you get started in minutes:

Screenshot 2024-05-20 at 7.18.12 PM.png


Best part is, you can leverage all the this today at no additional cost! Let us know how you plan to leverage this feature for your business.


Important Notes:

  • We have provisioned Dynamic Chat to all Marketo Engage customers
  • User management of Dynamic Chat is different from Marketo Engage (it done through
  • By default Marketo admins are added as Dynamic Chat product admins (tutorial)
  • If you do not have access please reach out to your admin to provide you the access