Integrating Insent with your Marketo
Pre-requisites: You will need to set up your Marketo API to integrate Marketo with Insent. You will need to have ‘Write’ permission to the Integrations resource set to integrate with Marketo successfully.
Insent Marketo Integration allows customers to integrate their Marketo instance with Insent and further identify visitors who have reached the site through Marketo. Insent uses Marketo data to target the right audience on your website and connect them with the right agents.
How does the Insent-Marketo Integration enable your conversational chat experience?
- Identify and target visitors who are active on your website by resolving the Marketo Munchkin cookie to identify a visitor on your website. Learn more about how Insent resolves prospects here.
- Target leads by using Marketo list membership and Marketo field values.
- Record new leads created in Insent to Marketo in real-time.
- Capture and update lead information through conversational chat and update Marketo through Field mapping
- Leverage the power of Insent dynamic fields to track real-time visitor behavior on your website.
- Push chat history from all your conversations with leads to Marketo as a timeline activity.
In this article, we will discuss how you can set up Marketo with Insent. This is the second article in a five-part series to get started with Marketo.
- Setup the Marketo API
- Integrate Insent with Marketo
- Create Leads in Marketo
- Target visitors based on Marketo lists
- Push Insent Chat Log to Marketo
Connect Marketo to Insent
Integrating your Marketo platform with the Insent platform will allow you to create qualification rules based on the static and smart lists in Marketo.
1. Navigate to Settings -> Integrations. You'll see 'Marketo' listed in the integrations section.
2. Click on the 'Connect' button in the 'Marketo' section.
3. A popup will be displayed on the screen asking for the client id, client secret, and base URL for your Marketo instance.
4. Enter the mentioned details corresponding to your Marketo account and click the 'Save' button.
5. Please enter the Instance URL in the 'Base URL' section during the Marketo Authentication process in Insent with the following format - https://650-KCG-111.mktorest.com/ where 650-KCG-111 is a sample Marketo Instance ID (You will have a different Instance ID).
6. You have successfully integrated with Marketo and can begin leveraging the Insent-Marketo Integration!
Insent will now automatically identify and map all Marketo Lead fields with available Insent fields. You can additionally map any custom Marketo field attributes to Insent fields from the Field mapping page. Learn more about default fields and field mapping in the Field mapping article.
What should I do if the integration is not successful?
Here are some quick checks you can do to troubleshoot the Insent-Marketo Integration:
- Has your Marketo API been given the right permission set? (Please refer to the Marketo API documentation to learn more)
- Please ensure that you entered your ‘Base URL’ during the Marketo Authentication process in Insent in the following format (https://650-KCG-111.mktorest.com/) where 650-KCG-111 is a sample Instance ID.
- Are your Client id and Client Secret entered correctly?
Refer to the Marketo API Setup document to understand how you can retrieve your Base URL, Client id, and Client Secret. If the problem persists and you cannot set up your Marketo Integration, please connect with us through Chat or write to success@insent.ai.