Connecting Marketo

What is Marketo ?

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

How does Marketo work with Xeno?

Once connected to Marketo, Xeno will automatically:

• Identify your contacts: The Marketo Munchkin Cookie will identify your contacts on each page where the chatbox is displayed.

• 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 with a contact.

• Create custom activities for specific customer actions: These logs can be viewed on the Activity tab on the Marketo contact page, such as:

  • Conversations marked as completed.

  • Scheduled appointments.

How do I connect Marketo to Xeno?

Everything you'll need:

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

• API identifiers:

  • Client ID

  • Client Secret

  • Endpoint URL

• Name of the custom activity.

How to get Marketo API credentials:

API permissions required:

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

• Read-Write Activity.
  

How to create a personalized activity:

Please follow this personalized activity structure:

• ID is the primary key.

• The API Name and Data Type fields should be exactly the same as displayed in the picture.

• You can change Name and Description to your liking.

How to complete the connection:

1. Access the Marketplace page from your Xeno account.

2. Select the Recommended tab or Marketing Automation tab and click on Marketo. Otherwise, you can search for Marketo directly.
   

   

3. Click on Configure this app.
   
   

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

5. When the first connection is established, choose the Xeno custom activity from your Marketo, and for each contact field, choose the one that matches the Xeno contact metadata. Then click on Save.

6. Congratulations! Your Marketo account has been successfully connected and synchronized with Xeno. 🚀