Marketo Integration
Connect Popl to Marketo for exporting Popl leads to Marketo leads/people
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 sync to the fields below, with no additional configurations needed:
first name
firstName
last name
lastName
job title
title
company
company
number
phone
address
address
website
website
lists
lists
Any custom fields you set up (unlimited)
Custom Fields
Connecting your Marketo Account
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.
Popl Teams - Integrations Page
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”
Popl Teams - Configure Marketo 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”
Popl Teams - Enter Marketo Credentials 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.
Popl Teams - Marketo Workflows
Syncing Leads to Marketo
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.
Lead Syncing Logic
When syncing Popl leads from Popl over to Marketo, we use specific logic to make sure that lead 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.
Syncing to Marketo Leads
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" as the primary key 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 (Create New):
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 an Existing Lead is Found (Update Existing):
If a lead is found with this specific email, then the integration will proceed to update that lead accordingly. Any fields that flows into the integration from Popl that already have a value in Marketo will NOT be overwritten with new data coming from Popl. We check all fields before updating and will never overwrite data that already exists.
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 see that phone number is already set and make no changes to that field. If there is a field that is empty, then we will add new info to that field from Popl.
Congrats! 🎉
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 [email protected], we are available nearly 24/7 and will get back to you within 6-8 hours or less.
With 🤍 from Popl.
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