SENDING DATA TO AND FROM ZENDESK SALE TO MARKETO

One Sided Out of the Box Feature

The Client is coming into a new Marketo instance and wants to implement a data feed from and to Zendesk Sale and the Marketo. The issue with this approach is that Zapier is the tool being used and zapier will only send “New Lead” data to Zendesk Sale. This client however, wants to create a trigger in Marketo that will send the “Interesting Moment” data to Zendesk Sale for that lead the moment it is updated.

Completion Framework

In order to get this working for the client. We had to create a custom webhook inside of Marketo with a payload template calling out the interesting moment as well as key information to find the correct lead inside of Zendesk such as first, last, email and lead ID

On the Zapier side of things, instead of using the Marketo app for this action, we decided to use the CATCH HOOK approach and sync the Webhook directly with Marketo from Zapier.

the problem with this approach off the bat is that the webhook will send the lead data with quotation marks around each field. To get around this, we creating format zaps to format the needed fields. One this was done, we were able to create a custom and successful hook to feed new interesting moment data to Zendesk.

• Of course, we had to create custom fields on both platforms for the interesting moment data as well as create a custom field inside of Marketo to sync the lead ID into as well.