Marketo

Overview 

The Marketo integration allows our users to track, synchronize and manage relationships with their customers in Marketo.  The integration also allows users to specify custom settings related to synchronization of contacts, Marketo task creation, and Field Mappings.

Authorization 

 To perform initial setup for your Marketo integration go to Settings->Org Settings->Integrations->CRM->Marketo. 

Settings My Settings My Settings Saved Replies Company profile Chat Settings Org Settings Meetings small settings Integrations Installation Admin Settings Integrations INTEGRATIONS MANAGE Active BROWSE Analytics Automation Communication CRM SETTINGS CRM x 6 Salesforce Integrate your ChatFunnels account with Salesforce 16 2 2 Sendinblue 5 Mar keto Enrich your ChatFunnels experience with Marketo Eloqua Enrich your ChatFunnels experience with Eloqua HubSpot Enrich your ChatFunnels experience with Hubspot Customer Support Enrichment Enrich your ChatFunnels expenence with Sendinblue 2 4

Open up the Authentication drop down menu and fill out each of the five sections under Authorization Settings and hit the “SAVE” button to authorize your connection with Marketo.  Instructions on where to find each of the necessary settings can be found here 

Sett ings Authentication My Settings My Settings Saved Replies Authorization Settings Company Profile Access all of Marketo's capabilities using your authorization keys Chat Settings REST Endpoine A Org Settings Email Settings REST Identity. Integrations Installation Admin Settings Client ID: Authorized User. Client Secret: SAVE O O SHOW

Once your connection to Marketo has successfully been authenticated a green checkmark will appear at the top of the Authentication dropdown menu. 

Before: 

Authentication

After: 

Authentication

 Setup 

 After authentication has been completed you will have the option to customize various settings related to the Marketo integration. 

 The synchronization settings allows the user to select a custom delay time for contact synchronization after a conversation has been closed.  

Synchronization Settings Select the amount of time you want to delay after the conversation closes before synchronizing the data. Delay tlme: No delay

The event settings allows the user to sync various Signals events.  A Marketo task will be created and attached to the lead/contact. 

Event Settings Sync the following ChatFunnels events. A Marketo task will be created and attached to the lead/contact Meetings Scheduled Leads Conversations Tags

The field mapping section allows the user to customize Signals fields that they would like to map to corresponding Marketo fields. 

Field Mapping Map ChatFunnels contact fields to their corresponding Marketo fields. Check the overwrite box if you wish to overwrite existing data when updating a lead ChatFunnels Field First Name Last Name Phone Email Lead Source O ADD FIELD Marketo Field First Name Last Name Phone Number Email Address Is Lead Overwrite Overwrite Overwrite Overwrite Overwrite

NOTE: Always make sure to click on the “SAVE” button after changing/adding any settings or field mappings within the integration 

After all settings have been set to your specifications, verify that the integration toggle at the top of the page has been switched to the “On” position 

Marketo Integrate your ChatFunnels account with Marketo to power your business! Integration: On

You have now finished setting up the Marketo integration and can begin to track/sync Signals contacts within Marketo! 

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