Marketo Success Stories

Check and update Marketo via Microsoft Teams

Do you want to give your employees access to certain information about prospects and customers, but you don't want them to have access to Marketo or your CRM? With Workato it's easy: with Workbot you can create a Teams channel and define the commands you want, such as:

1. SEARCH PERSON: you can define the search criteria (email, last name, etc.). Workato will show you the information you define in the chat window and will even offer you a menu of options that you define (delete, modify, update, etc.).
2. REPORT: you can define a menu of reports you want to offer and you can define if the results should be shown in the same chat or if an excel file should be sent to you.Your Marketing Automation platform will send the personalized newsletter every day.
3. COMPANY SEARCH: ask Workbot and it will list in the same chat all the people you have in your database for that company.

Consult and update Salesforce via Slack

Do you want your employees to be able to access and update information available in your Salesforce CRM but you don't need them to have full access and users are too expensive? With Workbot you can create a Slack channel where you offer a menu of commands, such as:

1. TICKETS: you will be able to ask Workbot which support tickets are open in the CRM for a contact or an account and, if you wish, they will be able to modify or add information to the ticket.
2. OPPORTUNITIES: you can check the opportunities that a contact or account has, the status, or any information you wish.
3. SEARCH: your employees will be able to search for contacts, leads or accounts and perform the actions you want to allow them to perform..

Self-Service Webinar Creation

Your company organizes many webinars and the Marketing team can't keep up with the necessary speed. Yet you can't afford to hire more Recording . You need your internal clients to be able to do 80% of the work needed to create a complete webinar campaign without accessing Hubspot. With Workato the solution is easy:

1. Create a form in Google Forms where you will ask for all the necessary information to create the webinar (title, description, agenda, date, speakers, etc.).
2. When you complete the form Workato will consolidate all the information and send you an email for you to authorize the creation.
3. If the information is complete, you can click the accept button in the email and Workato will connect to Hubspot to create all the necessary assets and workflows. It will also connect to Zoom to create the webinar. You just need to check in Hubspot and Zoom that everything is created correctly and launch the campaign.
4. If the information is incomplete, you can click on the reject button and you will indicate to the requester what information is needed to resubmit the request successfully.

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