How to Create Marketing Sales Handoff Notifications

Creating Marketing Sales Handoff Notifications allows sales teams to know when a lead becomes an MQL and notifies them that the lead needs to be contacted immediately.

Full Video Walk Through

Setting up the Notifications

1. At the top main menu, click "Workflows"
   
   
2. Click "Create workflow"
   
   
3. Select "From scratch" from the dropdown
   
   
   
   
4. Click Next
   
   
   
   
5. Click "Set up triggers"
   
   
   
   
6. Select "Contact properties" under filter type.
   
   
   
   
7. Select "Lifecycle stage"
   
   
   
   
8. Select "is any of" and select "Marketing Qualified Lead"
   
   
   
   
9. Click Apply filter
   
   
   
   
10. Click Save
    
    
    
    
11. Click the "+" under the enrollment trigger
    
    
    
    
12. Search for and select "Slack"
    
    
    
    
13. Click "Connect"
    
    
    
    
14. Select the client's Slack 
    
    
    
    
15. Click Allow
    
    
    
    
16. Click the "+" under the contact enrollment trigger
    
    
    
    
17. Select "Send slack notification"
    
    
    
    
18. Under "Send notification to channels" click the dropdown.
    
    
    
    
19. Select the channel that the sales team is on.  In this example we will select "sales"
    
    
    
    
20. Click the dropdown under "Send notification to existing owners"
    
    
    
    
21. Click the checkbox next to "Contact owner"
    
    
    
    
    
22. Click contact token
    
    
    
    
23. Change type to "contact", token to "First name", and then click Insert.
    
    
    
    
24. Click Contact token again.
    
    
    
    
25. Change type to "contact", token to "Last name", and then click Insert.
    
    
    
    
    
26. After the two tokens type "has requested a demo.  Please call them immediately from" and then click "contact token" again.
    
    
    
    
27. Change type to "contact", token to "Phone Number", and then click Insert.
    
    
    
    
    
28. After the Phone Number token type ". Their email address is:" and then click "Contact token" again.
    
    
    
    
29. Change type to "contact", token to "email", and then click Insert.
    
    
    
    
30. Change type to "contact", token to "Company Name", and then click Insert.
    
    
    
    
31. Copy the entire Message
    
    
    
    
32. Click Save
    
    
    
    
33. Click the "+" above "send slack notification"
    
    
    
    
34. Search for and select "Rotate record to owner"
    
    
    
    
    
35. Under "rotate between" select "Teams"
    
    
    
36. Choose "Sales"
    
    
37. Click Save
    
    
    
    
    

Setting up Tasks

Most companies won't want a task set up, but if they do, the following steps are below

1. Click the "+" under the "Send slack notification"
   
   
   
   
2. Search for and select "Create task"
   
   
   
   
   
3. Click "contact token"
   
   
   
   
4. Change type to "contact", token to "First Name", and then click Insert.
   
   
   
   
   
5. Click contact token again.
   
   
   
   
   
   
6. Change type to "contact", token to "Last Name", and then click Insert.
   
   
   
   
7. Insert text around the tokens as displayed below
   
   
   
   
8. Change the custom date to 1 day
   
   
   
   
   
9. Paste in the "notes" text that you copied from previous steps.
   
   
   
   
10. Click "Review and publish"
    
    
    
    
    
11. Select "No, only enroll contacts who meet..."
    
    
    
    
12. Click "turn on"
    
    
    
    
    
13. In the middle top of the scree select the default title
    
    
    
    
14. Change the Name of the workflow to "Slack notifications for New Marketing Qualified Leads" and the Description to "This workflow sends a slack notification for any new marketing qualified lead at the company."  Click Save.
    
    
    
    

Setting up Tagging

1. Click "back to workflows" at the top left of the screen.
   
   
   
   
2. Click "Workflows"
   
   
   
   
3. On the top right click "Create workflow" and select "From scratch" from the dropdown.
   
   
   
   
4. On the left select "Contact-based"
   
   
   
   
5. Click Next
   
   
   
   
6. Click "Set up triggers"
   
   
7. Select "Form submissions" under filter type.
   
   
8. Select "Demo" or whatever stage is the earliest. In the example below we used ROI calculator. Select Contact has filled out form and click Apply filter.
   
   
   
   
9. Click the "+" below the contact enrollment trigger.
   
   
   
   
10. Under Property management select "Set property value"
    
    
    
    
11. Change Target object to "contact", Property to set "Lifecycle stage", and Lifecycle stage to "Marketing Qualified Lead".
    
    
12. Click the default title at the top center of the screen.
    
    
    
    
    
13. Change the title to "Set Marketing Qualified Lead when they request a demo" and change the Description to "This workflow sets a contact as a marketing qualified lead once they request a demo on the Demo Form."  Click Save.
    
    
    
    
14. Click "review and publish"
    
    
    
    
    
15. Click "no, only enroll contacts who meet..."
    
    
    
    
16. Click "Turn on"
    
    
    
    
17. Copy the links of the workflow and put them in the Solutions Ticket.