How can I send a attendee and no show list to sales automatically from marketo once the contact status has been updated

[StephPhillips]

Hi all 

I am desperate to find a way to automatically send our registration list to sales once our trigger updates the contacts' status to 'no show' and 'attended'.  I already have smart list subscriptions set up on a daily basis, so sales can see who signed up the previous day before.  However, I would like to be able to send the full Excel registration list as soon as the webinar has taken place.

Is there any way? PLEASE HELP 🙂

[uditmathur]

Hi @StephPhillips ,

Which webinar integration are you using.

[StephPhillips]

I am using zoom integration

[uditmathur]

Have those no show leads marked in Marketo as registered?

[Michael_Florin · Accepted solution]

I don't think that's possible with Marketo means alone.

Sending a list of people means sending either a Smart List or a Report by subscription. But neither of these subscriptions can be triggered. As you said: Smart List subscriptions are being sent at a specific time that you can't even control, let alone trigger.

The only things you can trigger are Smart Campaign Flow Steps. But Smart Campaign Flow Steps don't send lists or reports. You might send an alert for each person that changes their program status, but I suppose that's not what you - or your sales people - want.

So, sorry - no idea here. Usually marketers use the integration with a CRM and its campaigns to make program status changes visible for sales in real time.

[rcoppol98]

Hi - the best way to do this is integrate Marketo with a CRM  - we use Salesforce. This allows you to use the Member statuses in Marketo to sync persons to Salesforce campaign - and this lives on the campaign history of the person. As part of the flow that sync the members to the Salesforce campaign (with the appropriate attended/no show) status - you can also send an alert to the respective Sales Owner for more urgent visibility.

Hope this was helpful!

[StephPhillips]

Unfortunately, we use sales insight, which is not as compatible with Marketo :-(!   We are able to set up interesting moments though, so they can see this data by singular person in CRM if they would like.  

[SanfordWhiteman]

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Unfortunately, we use sales insight, which is not as compatible with Marketo

Which CRM is that? Do you have a link? I’m a little confused because (Marketo) Sales Insight is a Marketo-authored app.

[SanfordWhiteman]

It’s not exactly hard, but you need to have used the Marketo and/or Zoom API (and be/have a developer) to accomplish it.

The sequence of events would be either option A:

1. Add what we call a resource lead to each webinar program. That’s a lead that can signal program-wide events.
2. When the resource lead — call them Resource Lead 1234 — runs through your final update campaign, call a webhook.
3. The webhook-compatible service loops back in, grabs the attendee list, and sends it to sales. If the list isn’t that long it could even be in the body of a Marketo email. If it’s very large, it’d be better as an attachment, which means non-Marketo.

Or Option B:

1. Set up a Zoom-side webhook subscription that pings your service as soon as the webinar is over.
2. When Zoom pings you, grab the attendees from Zoom itself (maybe comparing to Marketo if you need to).
3. Send via email.