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Table of Contents

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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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Each custom object field is mapped to its counterpart capture form question through the Marketo Custom Field API Name field.

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Setting up

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the Custom Object on Marketo

To sync submissions to a custom object, it must have the following features:

  • It must be approved.

  • It must have a link field (recommended to be the email field, since that is the default unique identifier on Captello).

  • It must have a dedupe field, which acts as a unique ID generator for each submission.

  • The dedupe field must not be the same as the link field.

Setting up

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the Sync Action

  • From a fulfillment action, a bulk action, or an automation, use the Send to Marketo action, followed by the Send Capture Submissions to Marketo action.

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The next step is to map the capture form questions to the custom object fields.

  • From the Fields tab in Marketo, copy the API Names of fields that correspond to your capture form questions.

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