Introduction
This guide will walk you through the steps needed to establish a connection between Marketo and the Flowcode platform, enabling you to automatically send contact information collected from our Conversion Flows directly to your Marketo instance.
Prerequisites
Before you begin the integration process, please ensure you have the following:
An active Marketo account with administrative privileges
Your Flowcode login credentials
Step 1: Configure Marketo Integration in a Flowcode Workspace
Login to Flowcode: Login to your Flowcode account and navigate to the Workspace where you need to set up the integration.
Set up your integration:
Navigate to Manage (bottom left navigation) > Integrations
Click on the Marketo integration tile, which will lead you to this set up page:
3. Authenticate and Connect to your Marketo Account:
Click “Connect” on the right-hand side of Marketo box below “Connect your account”
You will be prompted to input your Marketo Account ID, Client ID and Client Secret to authenticate your connection:
Where to find Marketo Account ID ("Munchkin ID"): In the Marketo platform navigate to Admin > Integration > Munchkin
Where to find Marketo Client ID and Client Secret:
In the Marketo platform navigate to Admin > Integration > LaunchPoint
Click "New", and then select "New Service" from dropdown.
In the New Service dialog box, fill in the following:
Display Name: Provide a descriptive name (e.g., "Flowcode-Marketo Sync API").
Service: Select "Custom" from the dropdown list.
Description: Optional but recommended.
API Only User: Select name of existing API-Only user you created.
Click Create. The new service will appear in the Installed Services list.
Locate your newly created Custom Service and click "View Details". Here you will find your Client ID and Client Secret.
Click “Connect” to move to step 2, "Configure"
4. Configure Field Mapping: This section ensures the correct data is exchanged between your platform and Marketo.
Review Fields: Use the dropdowns on the left to review all fields (standard & custom) that are collected by Conversion Flows.
Select Marketo Targets: For each field on the left (Flowcode), select the desired corresponding Marketo Contact Property (field) from the dropdown on the right. This includes standard fields and any custom fields you have created in Marketo.
Establish Unique Identifier (Deduplication): Verify that the primary key—almost always the Email Address—is correctly mapped. This tells Marketo which existing record to update, or if a new Lead needs to be created.
Set Direction and Update Policy: Ensure the sync direction is correctly set (Flowcode → Marketo).
5. Schedule Synchronization Instructions: This section manages the timing, frequency, and scale of the data transfer.
Set Sync Frequency: Choose how often the sync job will run
TIP: Shorter intervals are for high-priority data; longer intervals are for bulk updates.
Define Initial Start Date: Specify a date (e.g., 'Last 6 Months' or 'January 1, 2024') to limit the historical data pulled during the very first synchronization run.
Manage Batch Size: Set maximum number of records to be processed in a single API call to optimize performance and comply with Marketo's API rate limits.
Establish Run Time
TIP: Schedule large batch jobs to run during off-peak hours to minimize impact on Marketo's performance during business hours.
Step 2: Verify the Integration
Submit a test contact:
Scan the code for one of your Conversion Flows
Fill out the form experience and submit the information
Sync Integration:
Navigate to Manage > Integrations (bottom left navigation)
Click “Sync Now” on the Marketo integration tile
Check Data Flow:
Click on the ellipsis to the right of “Sync Now” and navigate to Sync Logs to monitor sync status and logs
Check in your Marketo account to verify that the expected Contacts are appearing after syncing
Troubleshooting Common Issues
Connection Errors: Ensure all credentials are entered correctly and that your HubSpot account has the necessary permissions.
Data Not Syncing: Check the data mapping in the integration settings on your platform and adjust as necessary.
Property Mismatch: Make sure that the fields in Marketo are correctly set to receive data. Fields in Marketo may require specific formatting or data types.