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Table of Contents

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  • Create a Custom Service in Marketo.

  • Navigate to Setup > Integrations > Connectors.

  • Select "Marketo Integration" and provide the required details.

  • 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:

  • Leads - Full access - We need read access to pull the list of fields & custom fields that you use. We need write to create new leads.

  • Custom Objects - Full Access - We need read access to pull the list of custom objects you have, We need write to create new entries into your object.

  • Campaign - Execute Access - Allows our actions to assign someone to one of your campaigns

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Field Mapping

When transferring data from Captello to Marketo, note that Marketo fields won't update if the corresponding Captello fields are empty. However, a value of '0' is treated as non-empty and triggers an update 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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