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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.
The ‘Update records' checkbox allows Captello to sync records that already exist in Marketo, updating them.
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Ensure the Prospect has an email address for syncing.Optionally,
Adding Leads to Marketo Campaigns
To add the Lead to a Smart Campaign
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, use the Campaign drop-down field on the fulfillment or automation action.
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Leave the field blank if not adding them to a campaign.
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The system syncs new Smart Campaigns every 24 hours; manually sync by running the connector again.
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If the Update records checkbox is checked, then prospects will be updated in Marketo even if they already exist.
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For a campaign to be synced to Captello, it must be:
A trigger campaign (which also means it cannot be executable).
Has the trigger ‘Campaign Requested’.
Activated.
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When connecting your Marketo account for the first time, your Marketo campaigns will take some time to sync, up to hours if you have thousands of campaigns. Newly created campaigns after the connection is initiated are automatically synced once a day, however, you can force a manual sync using the ‘Sync’ button on the connector. |
Adding Leads to Marketo Smart Lists
To add the lead to a smart list by adding the Marketo List ID, or by clicking the magnifier icon to search by the list’s name.
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If you do not have the ID, you can click the magnifer icon to search by the campaign’s name.
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Example: Setting up a Fulfillment Action on Capture Form Submission
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