Marketo Integration
Connect Marketo to Popl Teams for converting Popl leads to Marketo People with auto or manual syncs.
Last updated
Connect Marketo to Popl Teams for converting Popl leads to Marketo People with auto or manual syncs.
Last updated
In this document, we will provide a step by step walkthrough of how to setup our direct integration with Marketo! This integration will allow your team to instantly sync leads from Popl to your team's Marketo account.
This integration will automatically connect to the fields below, with no additional configurations needed:
First name
Last name
Job Title
Company name
Phone number
Address
First, from the home page of Popl Teams, click into the "Integrations" tab. Then find the section for Marketo (CRM Section) and click on the Marketo card to connect.
If you've already connected Marketo at any point before, the card will appear in the “Connected” section instead. Go ahead and find it there instead if that is the case.
Next, you will be taken to the connect page as shown below. Choose if you want to connect the integration for your entire team or certain subteams. Once you’ve made your selection click on “Connect Integration”
After clicking connect, you’re met with the pop-up below that prompts you to enter your Marketo Client ID, Client Secret, Endpoint URL, and Identity URL. These IDs are essential to syncing leads with your account on Marketo. Enter your credentials and click “Continue”
After entering your Marketo credentials, you will get visual confirmation that the connection has been made and you will be taken right to your Marketo connection’s configuration page.
Now that your Marketo is connected, there are 2 options for workflows that you can turn on:
AUTO SYNC - Convert Popl Leads into Marketo People The Auto Sync workflow will automatically sync leads from Popl to Marketo at the very moment that any member of your team captures a new lead via Popl. This workflow completely removes any sort of manual data entry and lead selection, saving your team time and creating incredible efficiency.
Convert Popl Leads into Marketo People The normal sync workflow is for teams that want an admin or member(s) to choose which leads that they would like to sync over to Marketo before they are synced. This workflow has more control than the auto sync as admins/members can decide exactly which leads should be synced and which leads shouldn't be.
When syncing Popl leads from Popl over to Marketo, we use specific logic to make sure that contact info is synced over correctly, saving you and your team time and manual effort. Below, we've outlined this logic in detail for our lead sync so that the process is clear.
When syncing Popl leads to your Marketo account as lead records, the integration will first perform a read operation to see if the lead already exists in your Marketo account. This search (query) uses the lead's "email" and the lead's "phone number" as primary keys to match with any existing record already in your Marketo account. Based on the search, two flows can be taken:
If no lead is found from this initial search based on email and phone number, then the integration will proceed to create a new lead record.
If a lead is found with this specific email or phone number, then the integration will proceed to update that lead accordingly. Any fields that flows into the integration from Popl that already exists in Marketo will still be overwritten with the new data coming from Popl.
Note: When updating an existing lead, the integration is set to never update the lead owner. This means if Person A owns the lead already, even if the integration updates the lead with new info, we will not update the owner to Person B.
For example, if a phone number field already has the value "123-456-7890" in Marketo, but the Popl lead flows in with the phone number "555-555-5555", then the integration will replace the original value ("123-456-7890") with the new value ("555-555-5555").
Once your desired workflow(s) are enabled and your customization is complete (customizing is optional), you are all set! Now you or your team can export leads at any time from the Popl Dashboard or the Popl mobile app to your Marketo account.
Check out Popl Teams to instantly start syncing leads from Popl Teams to your Marketo account!
If any issues or questions, please contact us at teams@popl.co, we are available nearly 24/7 and will get back to you within 6-8 hours or less.
With 🤍 from Popl.
