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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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Logs
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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Utilize the Send to Marketo action in Automations, Fulfillment Actions, and Bulk Actions.
Ensure the Prospect has an email address for syncing.
Optionally, add the Lead to a Smart Campaign using the Campaign drop-down field.
Leave the field blank if not adding them to a campaign.
The system syncs new Smart Campaigns every 24 hours; manually sync by running the connector again.
If the Update Records records checkbox is checked, prospects update on Marketo if already existingthen prospects will be updated in Marketo even if they already exist.
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Duplicate Management
To sync a lead that already exists in Marketo, the option ‘Update Recordsrecords’ must be turned on. This option will allow Captello to update the person’s field inside Marketo.
Updating existing Marketo fields will cause Captello to override the field values on in Marketo. If the value going from Captello is cleared, the correspondent field on Marketo will be cleared.
If there is a possibility of submitting the same lead twice and sending them to Marketo, it’s recommended to sync submissions so you do not lose data that will get overridden in the process (since some field types do not have the merge options).
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Creating and Syncing Marketo Campaigns
Create a campaign on in Marketo at by navigating to Marketing Activities > New > New Smart Campaign.
Depending on the campaign’s type, its icon will differ.
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