Marketo + TimelinesAI

Send new Marketo leads to TimelinesAI as files in existing chats

Stay on top of your sales opportunities with this efficient workflow that connects Marketo and TimelinesAI. Whenever a new lead is created in Marketo, a file will be sent to an existing chat in TimelinesAI. This automation ensures that you never miss important updates about new prospects and helps you streamline your sales process.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send File to Existing Chat
Sends file to existing chat.
ActionWrite

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Supported triggers and actions

- Form
Trigger
Scheduled
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New Program
Triggers when a new program is created.
Trigger
Scheduled
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- List
- Additional Fields
Trigger
Scheduled
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- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search

Chat Closed
Triggers when a chat is closed.
Trigger
Instant
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New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
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New Sent Message
Triggers when a new message is sent.
Trigger
Instant
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New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Scheduled
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- Chat Id
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
Action
Write
- Whatsapp Message IdRequired
Action
Search
- Name
Action
Search

- List
- Additional Fields
Trigger
Scheduled
Try It
- Zap Id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Trigger
Instant
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- ListRequired
- LeadRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write
New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
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New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
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Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
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New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Scheduled
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- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached fileRequired
Action
Write
- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
Action
Write
- Name
- Phone
- Chat Id
Action
Search
- Whatsapp Message IdRequired
Action
Search
- Phone
- Email
Action
Search

About Marketo

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

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Related categories

Marketing Automation

Similar apps

About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

Learn more