Slack and Marketo - post your use cases!

[Anonymous]

I just started toying around with incoming webhooks from Marketo to Slack and I'm super excited about the possibilities but I know I've only scratched the surface. I'm not finding a whole lot of different examples and use cases on the community so this thread is a place to post your Slack/Marketo Integration uses so that others can glean wisdom and potentially gain some new options!

If you'd like to know how to integrate Slack and Marketo, please see this article.​

Ready, set, GO!

[tusharwagh1]

While we were working on integrating Marketo with Slack, we encountered a use case where syncing a Marketo program with an SFDC Campaign triggered a Slack notification to the campaign owner, indicating that this program had been synced to SFDC using webhooks.

[Jasmine_Kyles]

Did anyone see this? Marketo® Announces Integration with Slack to Improve Sales and Marketing Collaboration​ ...I'm looking for additional info!

[JD_Nelson]

Add Slack as a LaunchPoint Service - Marketo Docs - Product Documentation

[jfil]

For anyone researching this in 2023: looks like the LaunchPoint integration was decommissioned and using webhooks is the only reliable way to integrate with Slack
https://nation.marketo.com/t5/product-discussions/marketo-slack-launchpoint-integration/m-p/328343/h...

[JD_Nelson]

please note that you must open a ticket with Support to get "slack system notifications" enabled before this will be on your launchpoint menu. Also, this cannot be done through chat support.

[JD_Nelson]

can't wait to see what comes out of it -- hopefully soon!

[Amy_Goldfine]

We have a bunch of Slack webhooks set up for form fills. One for trial signups, one for demo requests, another for all webforms. Our Sales team monitors the trial and demo ones for sure.

Our most important automated Slack channel is actually RSS not webhook, I think..it lets us know if Marketo is having any outages or other issues. It's...illuminating to say the least.

[Loren_Posendek]

I'm also curious about the Marketo RSS feeds in Slack. Amy Connor are you able to monitor SFDC syncs and other system performance points with the RSS feed?

[Amy_Goldfine]

It's not a feed of info from our instance. It's whatever Marketo puts out about outages and service issues. Here are examples:

[Loren_Posendek]

Ahhh, makes sense. So helpful! Thanks for sharing.

[Amy_Goldfine]

Yeah it's suuuuper helpful, I highly recommend!

On Mon, Feb 12, 2018 at 10:36 AM, Loren Posendek <

[JD_Nelson]

Interesting about RSS feeds, I hadn't thought of that before. Would this potentially replace a feedly page?

[Yoav_Guttman1]

Has anyone had any success setting up slack notifications for specific lead owners, rather than everyone in a specific channel?

What I would ultimately like to do is move all our email alerts into slack, with each notification tagging the proper lead owner, with the alert type and a link to their SFDC record.

Anyone done this or seen any resources on how to do this?

[JD_Nelson]

Your trigger would be 'opens email' or whatever you use today, and then just add a filter for 'lead owner id' and put the 18-digit sfdc lead owner id for each rep.

[JD_Nelson]

I setup unique triggers in marketo and unique channels in slack for each rep. I then post to their channel anytime someone from our Target Account is on our website. You could do the same thing with emails. What I've found is that if you group ALL alerts into one channel and tag reps individually they will all get lost. If you give them each a unique channel with only their own content, they tend to be involved. You could also give more people access to see each others channels, or leadership as well.

[Yoav_Guttman1]

so how do you set it up to multiple slack channels? ive only seen documentation for connecting Marketo with 1 slack channel. JD Nelson​

[JD_Nelson]

You have to do one webhook per channel. We have over 35 webhooks in our slack instance -- most of them are used in Marketo. You can use fewer smart campaigns, though, and just have a deeper list of flow steps by channel. For instance "Opens email that meets criteria" then a flow step "if lead owner = ABC, then Slack 1" etc.  Hope that helps

[Enget_Dang]

Hey JD Nelson​! How do you go about mentioning the lead owner in the webhook payload for notifications?

[JD_Nelson]

we do it using

Lead Owner ID = (18-digit sfdc id of User)

(with other steps to filter out known Customer, Junk Users, etc)

[Loren_Posendek]

We're brainstorming how we could integrate Slack + Marketo. We're thinking less about engagement alerts and more about operational updates (Salesforce syncs, data integrity issues, missing values, etc.). Has anyone tried using the Slack + Marketo integration for any of these scenarios?