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Instabot: Chatbot Platform + Marketo

Create new leads in Marketo from Instabot conversations

Engaging your visitors in a timely manner is key to following up. After this integration is configured, new conversations from Instabot will be automatically added to Marketo as new leads, allowing you to automate your follow up and save time.

Engaging your visitors in a timely manner is key to following up. After this integration is configured, new conversations from Instabot will be automatically added to Marketo as new leads, allowing you to automate your follow up and save time.

  1. When this happens...
    Instabot: Chatbot PlatformInstabot: Chatbot Platform
    New Engaged User

    Triggers when a new user engages with the specified bot(s).

    TriggerInstant
  2. automatically do this!
    MarketoMarketo
    Create or Update Lead

    Creates or Updates a lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Selected Goal(s)Required

      Choose one or more goals to watch for when a visitor completes them.

    • Selected Bot(s)

      Choose one or more bot(s) to watch for when a user completes the selected goal(s).

    Trigger
    Instant
    Try It
    • Selected Bot(s)Required

      Choose one or more bots to watch for newly engaged users.

    Trigger
    Instant
    Try It
    • User Id

    • Email

    • MessageRequired

    Action
    Write
    • ListRequired

      The list to which the lead will be added.

    • LeadRequired

      This is the Lead's ID, which can be specified using one of the following:

      • • Select Use a Custom Value and use the + button to select the Lead's ID field from a previous Create or Update Lead step in this Zap
      • • Use the button Add a Search Step to find the Lead's ID.
    Action
    Write
  • Instabot: Chatbot Platform triggers, actions, and search

    New User

    Triggers when the Instabot platform sees a new user for the first time.

    Trigger
    Instant
    Try It
    • Bot Nodes

    • Bots

      Choose one or more bots in order to be able to use custom data from zapier nodes.

    Trigger
    Instant
    Try It
    • Additional Fields

      When a new lead's record is found, we will retrieve the lead's name (first and last), and e-mail. Select any additional fields to be retrieved.

    • List

      Only trigger if the new lead is added to this list.

    Trigger
    Scheduled
    Try It
    • Partition

      The lead partition to use (if any) when creating this lead.

    Action
    Write
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About Instabot: Chatbot Platform

Instabot is a conversion chatbot for your website, mobile app & emails.
Learn more

Related categories

  • Marketing Automation
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About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.
Learn more

Related categories

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