Marketo and Salesforce integrations and automations

Why you should automate with Marketo and Salesforce

Manage contacts
  • Manage contacts
  • Respond to leads faster
  • Share insights
  • Track & attribute revenue

  • Why these integrations and automations matter:

    The customer journey doesn’t start or begin with a purchase, it also includes everything that happens before and after the customer makes that purchase. When you keep your Marketo and Salesforce contacts separate, your marketing and sales teams only know half the story.

  • Sync your Salesforce and Marketo contacts.

    Build continuity in your customer journey by sharing information about the prospect journey and product experience of customers between marketing and sales. This integration syncs your Marketo and Salesforce databases, so every new contact, correction, or update shows up on both platforms.

  • Standardize entries and avoid duplicate contacts.

    Avoid duplicate contacts by using fuzzy string logic to automatically look through your Marketo and Salesforce databases for similar contacts. Similarly, ETL logic helps you standardize entries by, for example, automatically converting any dates entered as day/month/year to month/day/year.

  • Fully customize how you search and segment your lead database.

    Go beyond native search with complex searches and segmentations. You could, for example, search and segment all leads in certain territories or with specific job title keywords.

Do everything in one place

Customize your Marketo and Salesforce integration with the following triggers and actions.

Triggers

When this happens…

Marketo
  • New lead activity batch Batch
    New lead activity batch in Marketo
  • New lead
    New lead in Marketo
  • New Marketo Self Service Flow Step Real-time
    New Marketo Self Service Flow Step in Marketo
  • New/updated lead Batch
    New/updated lead in Marketo
  • New/updated lead
    New/updated lead in Marketo

    • Any other trigger you can think up

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records Bulk
    Export new records in Salesforce
  • Export new/updated records Bulk
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Actions

Do this…

Marketo
  • Custom action
    Custom action in Marketo (Custom)
  • Activate smart campaign
    Activate smart campaign in Marketo
  • Add custom activity
    Add custom activity in Marketo
  • Add leads to lead list
    Add leads to lead list in Marketo
  • Bulk import custom object from file Bulk
    Bulk import objects to Marketo from file
  • Bulk export custom objects to file Bulk
    Export objects in bulk in Marketo
  • Bulk export program members to file Bulk
    Export program members in bulk in Marketo
  • Bulk import program members from file Bulk
    Bulk import program members to Marketo from file
  • Bulk import leads from file Bulk
    Bulk import leads to Marketo from file
  • Change lead program status
    Change lead program status in Marketo
  • Clone program
    Clone program in Marketo
  • Create custom objects
    Create custom objects in Marketo
  • Create lead
    Create lead in Marketo
  • Create opportunity
    Create opportunity in Marketo
  • Create opportunity role
    Create opportunity role in Marketo
  • Create program
    Create program in Marketo
  • Get lead activities
    Get lead activities in Marketo
  • Search campaigns
    Search campaigns in Marketo
  • Get channel by name
    Get channel by name in Marketo
  • Get object schema
    Get object schema for Marketo
  • Get program by name
    Get program by name in Marketo
  • Get tokens by folder ID
    Get tokens by folder ID in Marketo
  • Return data to Marketo Self Service Flow Step
    Return data to Marketo Self Service Flow Step in Marketo
  • Bulk export activities to file Bulk
    Export activities in bulk in Marketo
  • Search custom objects
    Search custom objects in Marketo
  • Bulk export leads to file Bulk
    Export leads in bulk in Marketo
  • Search leads
    Search leads in Marketo
  • Search opportunities
    Search opportunities in Marketo
  • Search opportunity roles
    Search opportunity roles in Marketo
  • Search programs
    Search programs in Marketo
  • Submit form
    Submit form in Marketo
  • Trigger campaign
    Trigger campaign in Marketo
  • Update custom object
    Update custom object in Marketo
  • Update lead
    Update lead in Marketo
  • Update opportunity
    Update opportunity in Marketo
  • Upsert custom objects Batch
    Upsert custom objects in Marketo
  • Create/update/upsert leads Batch
    Create/update/upsert leads in Marketo
  • Upsert object
    Upsert object in Marketo
  • Upsert tokens
    Upsert tokens in Marketo

    • Any other action you can think up

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file Bulk
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0) Bulk
    Create records in bulk in Salesforce from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file Bulk
    Retry objects bulk job in Salesforce from CSV file
  • Search records
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0) Bulk
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0) Bulk
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file Bulk
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0) Bulk
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0) Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

Let us tailor your Marketo and Salesforce integrations

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Related Solutions & Content

About Marketo and Salesforce Integrations

About Salesforce

Salesforce is a customer relationship management platform with use cases that span the entire customer experience – from marketing and sales to service and support. Salesforce helps you manage your business’s everyday operations and identify and respond to any customer needs.

About Marketo

Marketo helps you build marketing content and get it in front of the right people. Acquire new leads, track the prospect journey, and launch targeted campaigns from this powerful application. To help you predict whether or not a lead is ready to make a purchase, Marketo assigns a lead score to each prospect based on your business’s marketing interactions with that person.

How you can integrate Marketo and Salesforce

  • Establish one source of truth for all customer records
  • Provide streamlined customer service and support.
  • Uncover insights and take action to increase sales and grow business.
  • Build marketing materials – like banners and emails – in Marketo Design Studio.
  • Track and manage leads in the Marketo Lead Database.
  • Launch targeted campaigns from Marketo Marketing Activities.
  • Solution

    Marketing Automations.

    Marketing Automations.
  • Solution

    Sales Automations.

    Sales Automations.
  • Integrations

    Marketo Integrations.

    Marketo Integrations.
  • Integrations

    Salesforce Integrations.

    Salesforce Integrations
  • Solution

    Learn more about lead management with Workato.

    Learn more about lead management with Workato.
  • Solutions

    Learn more about lead routing with Workato.

    Learn more about lead routing with Workato.
  • Blog Article

    Learn how H2O.ai reduces lead response time with Marketo.

    Workato’s Response to COVID-19: Why Digital Tools Are Important

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