Three Cool Things You Can Do with Marketo Webhooks

31

Transcript of Three Cool Things You Can Do with Marketo Webhooks

Page 1: Three Cool Things You Can Do with Marketo Webhooks
Page 2: Three Cool Things You Can Do with Marketo Webhooks
Page 3: Three Cool Things You Can Do with Marketo Webhooks

●●●●

Page 4: Three Cool Things You Can Do with Marketo Webhooks

Page 5: Three Cool Things You Can Do with Marketo Webhooks

Marketo TwilioFirst Name

Last Name

Mobile #

Command!

First Name

Last Name

Mobile #

Command

Twilio A

PI

Webhook Template

POST

Response: Sent a Text Message Successfully!

Page 6: Three Cool Things You Can Do with Marketo Webhooks

Marketo

Company

CEO

Employees

Command!

Company

CEO

Employees

Crunch

base A

PIWebhook Template

CrunchbaseGET

Page 7: Three Cool Things You Can Do with Marketo Webhooks

●●

Page 8: Three Cool Things You Can Do with Marketo Webhooks

Webhook Name: Customer Check-In

Description: Prompts the customer success team to check in with customers who have not logged in within a certain number of days (defined in workflow)

URL: https://www.salesforce.com/servlet/servlet.WebToCase?encoding=UTF-8

Request Type: POST

Template: first_name={{Lead.First Name}}&last_name={{Lead.Last Name}}&email={{Lead.Email Address}}&company={{Company.Company Name}}&phone={{lead.Phone Number}}&URL={{company.Website}}&street={{lead.Address}}&city={{lead.City}}&state={{lead.State}}&zip={{lead.Postal Code}}&country={{lead.Country}}&salutation={{lead.Salutation}}&title={{lead.Job Title}}&mobile={{lead.Mobile Phone Number}}&fax={{lead.Fax Number}}&orgid= xxxxxxxxxxxxxxx&subject="Customer Check-In"&Reason=Customer Check-In&description="This customer has not logged in for +90 days. They might need some help! "&recordType=xxxxxxxxxxxxxxx

Request Token Encoding Form/URL

Response Type None

Page 9: Three Cool Things You Can Do with Marketo Webhooks

Optional

Page 10: Three Cool Things You Can Do with Marketo Webhooks
Page 11: Three Cool Things You Can Do with Marketo Webhooks
Page 12: Three Cool Things You Can Do with Marketo Webhooks

Marketo SFDCCompanyrecordType

Org IDCommand!

CompanyrecordType

Org IDCommand

POST

Your Web Application or Customer

Portal

Last Name Last NameFirst Name First Name

Page 13: Three Cool Things You Can Do with Marketo Webhooks

Page 14: Three Cool Things You Can Do with Marketo Webhooks
Page 15: Three Cool Things You Can Do with Marketo Webhooks

Webhook Name: RingLead Web-to-Lead

Description: Prevent duplicates in Marketo and Salesforce.

URL: https://salesforce.ringlead.com/cgi-bin/XXXX/X/dedup.pl

The 4-digit number in blue would be your RingLead customer number.The single-digit number in red would be your form action URL number.

Request Type: POST

Template: first_name={{Lead.First Name}}&last_name={{Lead.Last Name}}&email={{Lead.Email Address}}&company={{Company.Company Name}}&phone={{lead.Phone Number}}&URL={{company.Website}}&street={{lead.Address}}&city={{lead.City}}&state={{lead.State}}&zip={{lead.Postal Code}}&country={{lead.Country}}&salutation={{lead.Salutation}}&title={{lead.Job Title}}&mobile={{lead.Mobile Phone Number}}&fax={{lead.Fax Number}}&industry={{company.Industry}}&oid=00D300000007gWc&RL_marketo=merge&RL_marketoID={{lead.id}}&RL_new_lead=disable&retURL=SFDCID_returnError

Request Token Encoding

Form/URL

Response Type XML

Page 16: Three Cool Things You Can Do with Marketo Webhooks

Web Form

List Import

API

Page 17: Three Cool Things You Can Do with Marketo Webhooks
Page 18: Three Cool Things You Can Do with Marketo Webhooks

Available for

Page 19: Three Cool Things You Can Do with Marketo Webhooks

●●

Page 20: Three Cool Things You Can Do with Marketo Webhooks

Rule Name SMS Trigger

Evaluation Criteria

created, and any time it’s edited to subsequently meet criteria

Rule Criteria Type equals Demo

A B

Assigned to

Assigned Owner

Subject SMS Trigger

Unique Name

SMS_Trigger

Due Date Rule Trigger Date

Status Completed

C D

in Salesforce

Page 21: Three Cool Things You Can Do with Marketo Webhooks

Webhook Name SMS (Text) Demo Reminder

Description Reminds customer of an upcoming demo via SMS/Text message.

URL: https://{TwilioAccountID}:{TwilioAuthToken}@api.twilio.com/2010-04-01/Accounts/{TwilioAccountID}/SMS/Messages

Request Type POST

Template From=%2B15555555555&To=%2B1{{lead.Mobile Phone Number}}&Body=Hi {{lead.First Name}}, this is just a reminder that your RingLead demo will begin in about one hour.

Request Token Encoding

Form/URL

Response Type XML

Page 22: Three Cool Things You Can Do with Marketo Webhooks
Page 23: Three Cool Things You Can Do with Marketo Webhooks
Page 24: Three Cool Things You Can Do with Marketo Webhooks
Page 25: Three Cool Things You Can Do with Marketo Webhooks

Marketo TwilioFirst Name

Last Name

Mobile #

Command!

First Name

Last Name

Mobile #

Command

Twilio A

PI

Webhook Template

POST

Response: Sent a Text Message Successfully!

Page 26: Three Cool Things You Can Do with Marketo Webhooks

●●●

Page 27: Three Cool Things You Can Do with Marketo Webhooks
Page 28: Three Cool Things You Can Do with Marketo Webhooks
Page 29: Three Cool Things You Can Do with Marketo Webhooks
Page 30: Three Cool Things You Can Do with Marketo Webhooks

Available for

Page 31: Three Cool Things You Can Do with Marketo Webhooks