"Speed to Lead" - Form Fill to Phone Call

[John_Westley]

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

[SanfordWhiteman]

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.

[Grégoire_Miche2]

+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

[JD_Nelson]

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

[John_Westley]

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

[JD_Nelson]

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}}" }

[JD_Nelson]

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

[John_Westley]

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.