We are thrilled to announce that we now integrate directly with Marketo! Now our users can export contacts directly to their Marketo org and SalesIntel will even de-dupe records before exporting. Here’s how it works!
Edit Marketo Settings:
The first thing you need to know is where to find your Marketo settings. After you log in to SalesIntel, go to your name in the top right corner and select Marketo settings. You’ll need your Marketo client ID and client secret to link Marketo to SalesIntel.
Once you’ve done that you’ll see we’ve automatically turned on these settings that you’ll use when exporting contacts.
Under mapping, you’ll be able to determine how you want the SalesIntel fields to be mapped into Marketo. Simply go through the list and select an option from the drop down menu. This is also where you’ll be able to select custom fields. Once everything is set correctly click ‘save’ to ensure your changes are kept.
Export to Marketo:
To export contacts to Marketo, simply select the contacts you want and go to Bulk Actions. Then select export to Marketo.
After that, SalesIntel will then check to see if the selected contacts already exist in Marketo and will dedupe any duplicate contacts. Once you’ve selected an option click ‘next’ and you’ll see that those contacts have successfully exported to Marketo.