Creating Slack Notifications using Webhooks

Description description

You want to use Slack with webhooks to be able to customize the integration a bit more than using it as a Launchpoint service.

Resolution resolution

We will assume you have already created your App within the Slack API page; we will cover everything after that here.

  1. Make sure you are logged in so you can access your App through the Slack API page.

  2. Select your App:

  3. From here you will want to select Incoming Webhooks from underneath Features:

  4. Use the on/off toggle to the right of the title Activate Incoming Webhooks.

  5. Select the Add New Webhook to Workspace button to create a new URL that we will use for our webhook within Marketo:

  6. Select where you want to post, either at a specific user or channel:

  7. Now we are directed back to the page we were on; hit the Copy button next to the Webhook URL to copy the URL as we will need it for a later step.

  8. Log in to your Marketo instance and navigate to the Admin section.

  9. Select Webhooks.

  10. Select Create Webhook. For the following fields assign the appropriate values:

    • Webhook Name* : whatever you want to name it
    • Description: a description of what the webhook is used for
    • URL* : here is where we paste the URL we copied before
    • Request Type* : POST
    • Template: this is the information you want to send to your Slack channel/user. It should be in the following format:payload={"text": "DEVELOPER SITE ALERT: {{lead.First Name:default=edit me}} {{lead.Company:default=edit me}}, {{lead.Email Address:default=no email address}}"}
    • Request Encoding: None (you can change this if you want)
    • Response Type: None
  11. Click Create and now we are ready to call our webhook and send necessary data to our users in Slack!

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