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The Adobe Marketo connector streamlines lead synchronization from Lead Liaison Captello to Marketo through Automations, Fulfillment Actions, and Bulk Actions. Access the Captello Universal Lead Capture Connector on the Adobe Exchange.
The Marketo connector allows you to sync both prospects and submissions (using custom objects) to Marketo.
Connecting to Adobe Marketo
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:
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Marketo
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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.”
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The API user being used to connect requires the following permissions:
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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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Access Marketo logs at Reports > Standard > Marketo Logs.
Filter by sync status i.e. success or error and hover over errors for details.
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Sending Leads to Marketo
Video
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Demo
The video below explains how toshows:
Send leads to Marketo.
Send leads to different campaigns based on capture form answers.
Send submissions to 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
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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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on the fulfillment or automation action.
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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 Lists
This does not apply to 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 magnifier icon to search by the list’s name.
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The full list name must be entered to retrieve the desired list. |
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Example: Setting up a Fulfillment Action on Capture Form Submission
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