Integrating Slack with Marketo

November 10, 2014 | by

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Note: Since this was published, Marketo and Slack have built a native integration.  Read about it here.

Slack is an enterprise collaboration platform. If your team is on Slack, you can easily bring Marketo notifications into your workflow. This post will show you how to add a notification to your chat log when a specific lead activity happens in Marketo. Potential use cases include notifying your entire team about a form fill, a visit to a pricing page, or a lead that has not been contacted in 30 days.

The screenshot below shows how the Marketo notification will look like in Slack after following the steps in this help article.

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Step One: Login to Slack. Click on Integrations in Slack

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Step Two: Click Add button for Incoming Webhooks

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Step Three: Choose the Channel for the Marketo Notification. Then Click Add Incoming Webhook Integration.

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Step Four: Copy and Paste Webhook URL (which is needed for step eight)

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Step Five: Choose a Name for the Notification

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Step Six: Login to Marketo. Go to Admin. Click on Webhooks.

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Step Seven: Click New Webhook
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Step Eight: Enter a Name for the Webhook. Enter the Webhook URL from Step Four. Enter Post as Request Type. Enter a Payload Template.

Here is the payload template from the screenshot. It uses lead-level first name, company, and email address tokens.

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Step Nine: Set Up Trigger Campaign in Marketo. Flow Step is to Call Webhook to Slack. Smart List is Web Page Visit.

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Step Ten: Verify It Works.

Screen Shot 2014-11-10 at 5.36.39 PM

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Please see the developer documentation for more information about webhooks in Marketo.