Connecting Marketo to Xeno

Connecting Marketo to Xeno

Written by  Charlotte
Last update:  Wednesday, Nov 25, 2020

What is Marketo?

Marketo is a Saas (Software-as-a-Service) marketing automation software. Owned by Adobe, Marketo is built to help organizations automate marketing tasks, workflows and mesure marketing engagement.

How does Marketo work with Xeno?

After being connected with Marketo, Xeno will automatically:

  • Identify your contacts: The Marketo munchkin cookie will identify your contacts on each page the chatbox has been added.

  • Synchronize and update contact information:

    • Known contacts will automatically be synchronized in Marketo.

    • Unknown contacts will automatically be created in Marketo.

    • New Marketo munchkin cookies will automatically be associated to a contact.

  • Create custom activities for specific client actions: These logs can be seen on the "Activity Log" tab on the contact page in Marketo, like:

    • Closed conversations.

    • Booked meetings.

How to connect Marketo to Xeno:

Everything you will need:

To connect Marketo to Xeno, you will need to provide:

  • API Credentials:

    • Client ID.

    • Client Secret.

    • Endpoint URL.

  • Name of the custom activity.

How to get the Marketo API Credentials:

If you don't have any custom services in your Marketo account, you can follow this Marketo documentation to create a new one.

API permissions needed:

  • Read-Write Person (previous Marketo API version: Read-Write Lead).

  • Read-Write Activity.

How to create the custom activity:

In order for Xeno to send activity to Marketo, you need to create a new custom activity. You can follow this Marketo documentation to create a new one.

Please follow this custom activity structure:

  • the Id is the primary key.

  • the API Name and the Data Type for each field needs to be exactly the same as displayed on the screenshot.

  • You can change the Name and the Description at your convenience.

How to complete the connection:

Now that you have all the information you need, you can take the following steps to help you complete the Marketo connection to Xeno:

  1. Go to the Marketplace page from your Xeno account.

  2. Select the tab Marketing Automation and click on Marketo or search directly Marketo and click on it.

  3. Click on Configure this app.

  4. Enter your Client ID, Client Secret and Endpoint URL, then click Integrate.

  5. When the first connection is done, choose your Marketo's Xeno Custom Activity, and for each contact field, choose the one which corresponds to the Xeno contact attributes. Then click Integrate.

  6. Congrats! Your Marketo account has been successfully connected and synchronized to Xeno.

Integration last updated at 27/10/2020

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