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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.”
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The API user being used to connect requires the following permissions:
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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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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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