An automated workflow using zapier
Connects Marketo + Slack
Post new Marketo leads to a Slack channel
About this workflow template
This automation scenario allows you to connect Marketo and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Marketo and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Marketo
New Lead in Marketo
Triggers when a new lead is created.
Then this action happens in Slack
Send Channel Message in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Post new Marketo leads to a Slack channel .
Part I
Configure Applications
First, we need to connect Marketo and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Marketo to Zapier.
Give Zapier access to your Marketo account, using Marketo credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Marketo
Choose the following trigger: New Lead (Triggers when a new lead is created.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Marketo and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Post new Marketo leads to a Slack channel !
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create or update lead
Creates or Updates a lead.
actionbyzapierAdd lead to list
Adds a lead to a list.
actionbyzapierFind lead
Finds a lead whose e-mail address matches the search criteria.
actionbyzapierUpdate lead
Updates information for an existing lead.
actionbyzapierFind or create lead
Find or Create Lead
actionbyzapierAdd leads to list
Adds a given set of person records to a target static list. There is a limit of 300 lead ids per request. Required Permissions: Read-Write Lead
actionbyintegromat
Apps you need
Marketo is a top-notch marketing automation platform that empowers businesses to manage personalized multi-channel marketing campaigns with ease. Innovative features such as email marketing, landing pages, and lead nurturing make it a go-to option across various industries.
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
