Integrating Slack with Marketo

November 10, 2014 | by

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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.