Key Features for Salesforce Marketo Integration
Automate records creation and sync data between Marketo and Salesforce seamlessly.
Seamless Campaigns Integration
Reporting in Salesforce or Marketo
Work Your Way
Document and Asset Sync
Business Rules and Triggers
No Code Configuration
Simplified Marketo and Salesforce integration
Use a visual, drag-and-drop interface to easily build Marketo Salesforce integration.
Bi-directional integration that automates the process of records updating in both Marketo and Salesforce
Real-time to bulk integration that meets your business process needs
Maximize productivity and minimize IT costs with 24/7 support
Centrally manage exceptions, notifications and errors
Integrated data security and governance
Choose the frequency that you want the integration to run at.
Automated integrations can run at the frequency of your choice
Bi-directional integrations can run at different speeds
Schedule an integration to run some time in the future or also start in the past to catch up data after a change
Get efficient with Salesforce and Marketo automation
Take manual work out and focus on high-impact tasks.
Easily orchestrate multi-step automation that streamlines a variety of operations
Trigger events, notifications, and actions within Salesforce and Marketo
Scale process automation with AI-powered decision making
Salesforce and Marketo Integration Resources
Leveraging API Integration
This how to article goes through the steps for leveraging api integration as part of digital transformation as you consider scale.
Failed and stalled project turned around with Integration Designer which reduced overall costs, brought the project to completion, and exceeded the original mandate.
Ready to Take the Next Step With Salesforce and Marketo Integration?
Solve The Requirements of Marketo to Salesforce Integration
No Code Connectors
Integration + Automation
Your Data - Your way
Integrated Data Quality
FAQ about Marketo Salesforce integration
Bi-directional Marketo integration with Salesforce is the sync of two datasets when data flows both ways. This allows them to act as one while still maintaining their uniqueness as separate.
When integrating Marketo with Salesforce bi-directionally, you can sync campaigns, accounts, or opportunities, which aligns marketing and sales teams and enhances customer experience.
Salesforce Marketo integration by Put It Forward makes it quick to adjust the fields to sync, how they map, and conditions for when to trigger the synchronization process.
Marketo Salesforce integration allows you to do a data load, synchronize across systems, export, add data quality checks or govern your data. There are three easy steps to start with it:
1. Point the pre-built connectors from Put it Forward or use your own connector to automatically integrate the source and destination.
2. Click on the data services or add any business rules or transformations to the integration.
3. Get the data flowing between the source and destination by selecting the integration interval and activating it.
Here are common scenarios you would need Marketo and Salesforce integration for:
1. Bi-directional records sync between Salesforce and Marketo.
2. Customer experience enhancement, retention growth, and sales win rate improvement.
3. Centralized activity management across processes and communication.
4. Workflow and process efficiency growth.
5. Integrated reporting in Salesforce and Marketo.
7. Data analysis to determine effective processes and issue behaviors.
This integration provides a business rule-based sync of data. Business rules are guidelines or restrictions about business behavior.
For example, Marketo and Salesforce integration empowers users to decide which events will trigger which actions and which data should be flowing between these two systems.
This solution allows you to use business logic without developer assistance and without a need for an additional tool.
Salesforce and Marketo integration frequency is a feature that empowers users to decide how often data updates. Users can invoke data sync in real-time, just in time, or in batch cycles.
Marketo to Salesforce integration helps you reduce duplication of license costs and keeps your project teams in sync.