Record New Lead Activity from Marketo into Google Sheets in webMethods.io

Knowledge base
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Summary:

This article describes:- “Record New Lead Activity from Marketo into Google Sheets in webMethods.io”.

Prerequisites:

  • The user needs to have a working Marketo account.
  • The user needs to have a working Google Sheets account.
  • The user needs to have a working Slack account.

Contents:

  • Steps describing how to record New Lead Activity in Marketo into Google Sheets.
  • Configuring Trigger in Marketo to start the workflow when New Lead is created.
  • Using Switch block in webMethods.IO to separate the flow based on conditions.
  • Send Slack messages to inform the status of the workflow.

Steps:

  1. Log in to webMethods.io integration.

  2. Create/Select a Project and Workflow.

  3. Select the green button to configure the Marketo trigger.

  4. Search for Marketo from the list of triggers available. Give a name for the trigger and Select the “New Lead” trigger. Choose an account or create a new one to Authorize and connect to Marketo. Click Save.

  5. Click on Test to test the configured trigger and click on Skip if you don’t want to. Click Done.

  6. Choose Google Sheets from the App menu and drag it into your workflow. Select the “Add Row” action and then Choose an account/Create a new Account to Authorize Google Sheets.

  7. Click on Next and fill in the required data for the Input. Map the fields you want to record from Trigger Data on the left side to the respective fields on the right side.

  8. Click on Next. If you want to test the configured action, then click on Test. Click on Done.

  9. Choose Switch from the App menu under Developer Tools and drag it into your workflow.

  10. Since we will be using Switch Case to perform different actions based on the specified condition, Choose Slack from the App menu and drag it into your workflow twice.

  11. Now click on Slack and select the “Post Message to Channel” from the action section and then Choose an account/Create a new Account to Authorize Slack.

  12. Click on Next and fill in the required fields to post a message. Here, we will be posting a message on slack stating the number of fields added for the new lead.

  13. Now we will set the cases for the switch to perform actions based on the “updatedColumns” field. The “updatedColumns” data can be retrieved from the Google Sheets “AddRow” output.

  14. Select one of the cases to configure the condition. Click on Add Condition and then on Add Filter.

  15. Provide the inputs to form a proper filter condition.

    • Case 1: We will filter based on the “updatedColumns” field. This case will check if the “updatedColumns” equals 1 or not.

    • Case 2: We will filter based on the “updatedColumns” field. This case will check if the “updatedColumns” is greater than 1.

  16. Now, whenever a New Lead is added in Marketo, this workflow will be triggered automatically and executes the entire workflow.

  17. User can see the Graphical representation for the execution of the flow. Please refer to the below screenshots for the execution of both the switch cases and respective slack messages.

    • Case 1:

    • Case 2: