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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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Select the ‘Send to Marketo’ action from the drop-down.
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Capture Form Marketo Lookup
Captello capture forms can be set up to lookup records in Marketo and pre-fill the form with their information. To learn more, refer to https://leadliaison.atlassian.net/wiki/spaces/LL/pages/18931801#Marketo-Lookup .
Duplicate Management
To sync a lead that already exists in Marketo, the option ‘Update records’ must be turned on. This option will allow Captello to update the person’s field inside Marketo.
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