Marketo

your navattic demo must use one of these visitor or account identification methods to use this integration overview this integration is used to send navattic visitor and engagement data to create or update marketo leads teams use this data to track the leads that interact with demos, and to make informed routing and campaign decisions based on navattic demo engagement data use this to answer questions like how many leads interacted with the navattic demo? how many leads were created directly from a navattic form fill? which product demos do most leads interact with? setup steps use this interactive demo or the written steps below to set up your integration 1\ set up your marketo instance navattic requires a client id, client secret, endpoint url, and identity url from your marketo instance if you have not set up similar integrations before, the below step by step guide will help you create a custom service that navattic can harness create an api only user role https //experienceleague adobe com/docs/marketo/using/product docs/administration/users and roles/create an api only user role html create an api only user https //experienceleague adobe com/docs/marketo/using/product docs/administration/users and roles/create an api only user html?lang=en create a custom service https //experienceleague adobe com/docs/marketo/using/product docs/administration/additional integrations/create a custom service for use with rest api html grab your client id and client secret https //experienceleague adobe com/docs/marketo/using/product docs/administration/additional integrations/create a custom service for use with rest api html#credentials for api access grab your endpoint url and identity url https //developers marketo com/rest api/base url/ once you've obtained your client id, client secret, endpoint url, and identity url, go to app navattic com https //app navattic/com > playbooks > integrations > marketo > manage > connect paste the fields into the respective tabs and click connect 2\ set up field mapping under configuration under configuration , set up field mapping which allows you to control which pieces of navattic's data go where fields on the left are navattic data, and fields on the right are destinations within your marketo instance 3\ create a playbook once your marketo integration is fully set up, visit playbooks docid\ lyyvcjvluz5yhqiklak y in your workspace to start pushing data into marketo you can use a template or create your own playbook there is one action that you can set up sync visitor additionally, make sure to select the marketo program you want to send data to a playbook consists of playbooks docid\ lyyvcjvluz5yhqiklak y and actions you can use one of the default audiences or you can create your own if you create your own, remember to add new demos to the audience if you are choosing to filter by specific demos troubleshooting if the integration is failing to populate fields in your marketo instance, a common problem might be insufficient permissions for the api role created in step 1 for leads not populating standard fields such as e mail, name, or company, edit the role permissions ensure that the read write schema standard field permission is enabled under access api for leads not populating custom navattic fields such as last viewed project title, ensure that the read write schema custom field permission is enabled 4 create marketo dashboards to see roi now you can use marketo reports to visualize your demo engagment data and attribute it to pipeline generation and closed won revenue we recommend creating a set of reports similar to the one below to track lead generation, pipeline influence, mql conversion rates and more