Do everything in one place
Customize your Marketo and Rev Ops integration with the following
triggers and actions.
Triggers
When this happens…
Marketo
- Export new leads in MarketoExport new leads in Marketo
- Export new/updated leads in MarketoExport new/updated leads in Marketo
- Monitor leads added to list BatchMonitor leads added to list in Marketo
- New lead activity BatchNew lead activity in Marketo
- New lead in listNew lead in list in Marketo
- New Marketo Self Service Flow Step Real-timeNew Marketo Self Service Flow Step in Marketo
- New/updated lead BatchNew/updated lead in Marketo
- New/updated leadNew/updated lead in Marketo
Any other trigger you can think up
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
Any other trigger you can think up
Actions
Do this…
Marketo
- Custom actionCustom action in Marketo (Custom)
- Activate smart campaignActivate smart campaign in Marketo
- Add custom activity BatchAdd custom activity in Marketo
- Add leads to lead list BatchAdd leads to lead list in Marketo
- Bulk export objects to fileExport objects in bulk in Marketo
- Bulk import objects from fileBulk import objects to Marketo from file
- Change lead program status BatchChange lead program status in Marketo
- Clone objectClone object in Marketo
- Create objectCreate object in Marketo
- Get objectsGet objects in Marketo
- Remove leads from lead listRemove leads from lead list in Marketo
- Return data to Marketo Self Service Flow StepReturn data to Marketo Self Service Flow Step in Marketo
- Schedule campaign or smart campaignSchedule campaign or smart campaign in Marketo
- Search objects BatchSearch object in Marketo
- Submit formSubmit form in Marketo
- Trigger campaign or smart campaign for specific leadsTrigger campaign or smart campaign in Marketo
- Update objectUpdate object in Marketo
- Upsert custom objects BatchUpsert custom objects in Marketo
- Create/update/upsert leads BatchCreate/update/upsert leads in Marketo
- Upsert objectUpsert object in Marketo
- Upsert tokensUpsert tokens in Marketo
Any other action you can think up
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
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