What is the best practice for when someone fills out a demo request in Marketo to alert a rep in SalesForce to call immediately?
I'd say populate/create a task with time-bound SLA agreements and reminders baked in to alert them.
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.
however - we use Slack for faster alerts -- there's just no tracking or reminder capabilities there
JD thanks for the reply! Would you mind expanding on the utilization of Slack?
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:
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.
+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.
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