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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
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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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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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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| name | Captello - Marketo Integration.pdf |
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