Post new Marketo lead details to Cisco Webex Teams space

This workflow fetches the details of any new lead created in Marketo and sends the name of the lead to a space in Cisco Webex Teams.

To set up this workflow, you will need to use the following:

Set up Marketo - New Lead trigger

  1. Hover on the Start icon, and click on the Settings icon. Select Marketo from the list of triggers that appear. Enter values in the fields as per the instructions given below:

    • Select Trigger: Select New Lead trigger from the options available in the drop-down list. This instructs the Integration to trigger the workflow whenever a new lead is created in a particular list of your Marketo account.

    • Connect to Marketo: In order to use this trigger, you will have to first create a Marketo account. Click the + button, and create your account using either Default Authorization option or service access token (i.e., Or option). If you have already created an account, select it from the drop-down list.

  2. Once you have entered all the details, Save the trigger. After this, you will be directed to the Test trigger window, where you can check whether the trigger has been configured properly by clicking on the Test button.

  3. Once the trigger gets tested successfully, click on Done to return to the canvas.

Add and configure Cisco Webex Teams - Post New Message action

  1. Add Cisco Webex Teams connector to your canvas. Then, double-click the Cisco Webex Teams connector icon, select the Post New Message action from the Select Action drop down list, and select the Cisco Webex Teams account you want to use to execute the action.

  2. Once this is done, click Next.

  3. In the action configuration form that appears next, provide the details as given below:

    • Space ID: Select/specify the name/ID of the space to which you want to post the message.

    • Message: Specify the message that you want to send to space. In this case, we will enter a custom message, along with the output of Marketo trigger, under Trigger Data New Lead given in the left-side of the configuration window.

  4. Once you have entered all the details, click on Next, optionally Test the action, and click Done. This will take you back to canvas.

  5. Next, connect this action to the Stop icon and save the workflow.

    Now, whenever a new lead is created in your Marketo account, this workflow will send the lead name to the specified Cisco Webex Teams space in the custom message.