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Table of Contents

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To link your account to Marketo, first, create a Custom Service for our system. For assistance, contact Marketo Support at support.marketo.com. Then, follow these steps:

  • Create a Custom Service in Marketo.

  • In Captello, Navigate to Setup > Integrations > Connectors.

  • Select Find "Marketo Integration" and provide the required details" and enter your Client ID and Client secret (from a custom launch point), and your Identity URL & REST endpoint URL (from Integration > Web Services > REST API).

  • Click Save.

  • Confirm successful connection with the message: “You’re successfully connected to Marketo.”

Info

The API user being used to connect requires the following permissions:

  • Read Only Person: This is for Captello to retrieve metadata for lead fields.

  • Read Only Campaign: This is for Captello to retrieve the campaigns in Marketo.

  • Execute Campaign: This is for Captello to use the API to trigger a campaign with a specified campaign ID.

  • Read-Write Person: This is used to create and update leads inside Marketo.

  • Read-Write Custom Objects: This is used to update custom objects in Marketo.

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  1. Configure capture forms + FA > Captello servers + Captello database

  2. Captello Mobile App + Captello Web View > Captello API > Captello servers + Captello database

  3. 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: 

View file
nameCaptello - Marketo Integration.pdf

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