Marketo and Salesforce integrations and automations
Do everything in one place
Customize your Marketo and Salesforce integration with the following triggers and actions.
Triggers
When this happens…
Marketo
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New lead activity batch BatchNew lead activity batch in Marketo
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New leadNew lead in Marketo
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New/updated leadNew/updated lead in Marketo
Salesforce
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New recordNew record in Salesforce
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New record Real-timeNew record in Salesforce
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New Outbound message Real-timeNew Outbound message in Salesforce
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New platform event Real-timeNew event in Salesforce
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Scheduled record search using SOQL BatchScheduled record search using SOQL query in Salesforce
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New records BatchNew records in Salesforce
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New/updated records BatchNew/updated records in Salesforce
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Threshold met for new records created BatchThreshold met for new records created in Salesforce
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Deleted recordRecord deleted in Salesforce
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New/updated recordNew/updated record in Salesforce
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New/updated record Real-timeNew/updated record in Salesforce
- Show all 11
Actions
Do this…
Marketo
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Custom actionCustom action in Marketo (Custom)
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Add leads to lead listAdd leads to lead list in Marketo
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Bulk import leads from file BulkBulk import leads to Marketo from file
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Change lead program statusChange lead program status in Marketo
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Create custom objectsCreate custom objects in Marketo
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Create leadCreate lead in Marketo
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Create opportunityCreate opportunity in Marketo
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Create opportunity roleCreate opportunity role in Marketo
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Get lead activitiesGet lead activities in Marketo
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Search campaignsSearch campaigns in Marketo
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Get channel by nameGet channel by name in Marketo
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Get program by nameGet program by name in Marketo
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Bulk export activities to file BulkExport activities in bulk in Marketo
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Search custom objectsSearch custom objects in Marketo
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Bulk export leads to file BulkExport leads in bulk in Marketo
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Search leadsSearch leads in Marketo
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Search opportunitiesSearch opportunities in Marketo
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Search opportunity rolesSearch opportunity roles in Marketo
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Trigger campaignTrigger campaign in Marketo
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Update custom objectUpdate custom object in Marketo
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Update leadUpdate lead in Marketo
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Update opportunityUpdate opportunity in Marketo
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Upsert custom objects BatchUpsert custom objects in Marketo
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Upsert leads BatchUpsert leads in Marketo
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Upsert objectUpsert object in Marketo
- Show all 25
Salesforce
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Custom actionCustom action in Salesforce (Custom)
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Approve record in approval processApprove a record in approval process in Salesforce
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Create records in batches BatchCreate records in batches in Salesforce
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Update records in batches BatchUpdate records in batches in Salesforce
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Create recordCreate record in Salesforce
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Publish platform eventPublish platform event in Salesforce
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Delete recordDelete record in Salesforce
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Download attachmentDownload attachment from Salesforce
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Download fileDownload file from Salesforce
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Get record details by IDGet details of specific record in Salesforce
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Get related list by parent record IDGet list of related records in Salesforce
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Get report by IDGet report details in Salesforce
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Get object schemaGet object schema in Salesforce
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Create records in bulk from CSV file BulkCreate records in bulk in Salesforce from CSV file
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Create records in bulk from CSV file (API 1.0) BulkCreate records in bulk in Salesforce from CSV file
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Reject record in approval processReject a record in approval process in Salesforce
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Retry bulk job for failed records from CSV file BulkRetry objects bulk job in Salesforce from CSV file
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Search recordsSearch for records in Salesforce
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Search records using SOQLSearch records using SOQL query in Salesforce
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Search records in bulk using SOQL BulkSearch records in bulk using SOQL query in Salesforce
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Submit record for approvalSubmit a record for approval in Salesforce
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Update records in bulk from CSV file BulkUpdate records in bulk in Salesforce from CSV file
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Update records in bulk from CSV file (API 1.0) BulkUpdate records in bulk in Salesforce from CSV file
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Update recordUpdate record in Salesforce
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Upload fileUpload file to Salesforce
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Upsert records in bulk from CSV file BulkUpsert records in bulk in Salesforce from CSV file
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Upsert records in bulk from CSV file (API 1.0) BulkUpsert records in bulk in Salesforce from CSV file
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Upsert recordUpsert record in Salesforce
- Show all 28
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