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You can add participants automatically to your Marketo Engage lists or update their details using the native Marketo integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - then just click "Connect" on Marketo's card.
In order to connect the integration, start by entering an Internal Connection Name, followed by your Marketo Client ID, Client Secret and Identity URL.
Once you have connected the integration, you'll be able to see the name of your connection and the date of creation.
Data Mapping for the Marketo Integration
The integration will always send the participant’s email automatically. You can map additional data to existing Marketo Engage fields or create new custom fields directly while setting up the field mapping in involve.me.
Once the integration has been connected to your funnel, click Manage Custom Fields in the integration settings to map your involve.me fields to Marketo Engage fields.
When mapping fields manually, select the involve.me field whose data you want to send. You can then select an existing Marketo Engage field or create a new custom field directly from the mapping modal. Once created, the new field will be available for mapping.
For more information on mapping please see this article here.
Good to Know
When creating a new custom field, make sure you choose the right object (Person) and field type, as it is not possible to delete an incorrectly created field in order to create a new one with the same name (you can hide the field however). It is also not possible to change the type of "Program Member Info" fields to "Person".
Custom fields on existing contacts will be updated when the same email is sent again. However if a submission with the same phone number is sent again, a new person is added to the list instead, no existing contact will be updated.
Make sure your Marketo users have the necessary permissions. The lack of permissions can, for example, stop them from being able to retrieve, create, and update custom objects or leads details. In the case of API users, missing permissions can even stop them from being able to create a Marketo connection.
More information on Roles in the Marketo documentation here.
If you have configured a Marketo integration on a funnel and you duplicate said funnel, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me funnel.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.
Troubleshooting
Only the Participant's Email Address Is Being Received
It can happen that the only submission data you're receiving in Marketo is the participant's email address and nothing else. Usually, this is because the user that created the connection credentials does not have the necessary permissions to fill in the fields.
This can be easily fixed by doing the following in Marketo:
Go to Admin > Users & Roles > Roles
Select the user whose permissions you want to edit and click "Edit Role"
On the "Permissions" section go to "Access API" and tick the following two options:
About involve.me
involve.me is the lead capture, CRM and email workflow automation platform. Built for high-ticket service businesses and high-consideration product businesses, where every qualified lead is worth hundreds or thousands of dollars.
Create landing pages and website widgets that qualify every lead with scoring and logic: quote, ROI and savings calculators, assessments and scorecards, product finders and configurators, quizzes, intake and payment forms. Outcome pages turn scores and results into personalized charts, gauges and graphs.
Every lead lands in the free CRM with its answers, scores and timeline, plus custom properties, tags, dynamic segments and pipeline stages. Branching email workflows then follow up automatically on answers, scores, outcomes, segments, opens and clicks.
The AI Agent builds funnels from a prompt, and AI drafts the email sequences.
60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks.
Free plan available. Free CRM on all plans. Email workflows are on paid plans. Trusted by 4,500+ businesses, SOC 2 Type II audited, and GDPR-compliant.