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Configure capture forms + FA > Captello servers + Captello database
Captello Mobile App + Captello Web View > Captello API > Captello servers + Captello database
Captello servers + Captello database > Send to Marketo + Send Capture Submissions to Marketo > Marketo.
Here is a diagram illustrating the field mapping between Captello and Marketo:
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Utilize the Send to Marketo action in Automations, Fulfillment Actions, and Bulk Actions.
Ensure the Prospect has an email address for syncing.
Optionally, add the Lead to a Smart Campaign using the Campaign drop-down field.
Leave the field blank if not adding them to a campaign.
The system syncs new Smart Campaigns every 24 hours; manually sync by running the connector again.
If the Update records checkbox is checked, then prospects will be updated in Marketo even if they already exist.
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Example: Setting up a Fulfillment Action on Capture Form Submission
In this example, a fulfillment action is used with a capture form to send leads to Marketo upon submission.
Click on the settings gear on the top right of your capture form.
Click on Actions (Submissions).
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Select the ‘Send to Marketo’ action from the drop-down.
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Duplicate Management
To sync a lead that already exists in Marketo, the option ‘Update records’ must be turned on. This option will allow Captello to update the person’s field inside Marketo.
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