Lead Alerts to Chatter from Marketo

[zshaikh]

Hi,

I am looking for a suggestion to setup in Marketo to post lead updates/alerts to Chatter in Salesforce.com.  

- Lead Alerts
- New MQLs

- Reminders

Thanks & Regards,

Zoheb Shaikh

[Salytics]

Hi Zoheb,

There are a few things you can do here, although it may be easier to handle some of these in Salesforce.

• Lead Alerts
  • the simplest solution here is to use Sales Insight 
• New MQLs
  • I would recommend using process builder to trigger a post to Chatter when a lead hits the MQL stag
  • See screenshot below
•  Reminders
  • You could probably leverage Salesforce tasks for this. For example, creating a workflow rule that creates and assigns a task to the lead owner when certain criteria are met.
  • I can provide a more detailed answer if you provide some more info on when/what reminders are sent

Hope that helps! 
Dan