Introduction
Welcome to the Integration Setup Guide for connecting your Marketo account with the Flowcode platform. This guide will walk you through the steps needed to establish a connection between Marketo and our platform, allowing you to automatically send contact information and IDs collected from our Conversion Flows directly to your Marketo account.
Please note: you must reach out to your CSM to have integrations enabled. Once enabled you’ll be able to access to set up the integration.
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.
Add the Marketo integration to the Workspace :
Navigate to Manage > Integrations (bottom left navigation)
Click on the Marketo integration tile
Click “Connect App”
Authenticate and Connect to your Marketo Account
Click “Connect” on the righthand side of Marketo box below “Connect your account”
Log in to your Marketo account on the OAuth modal that pops up
Click “Next” at the bottom of the screen in your Flowcode tab
Configure Field Mapping
Click “Next” at the bottom of the screen
Dropdowns for all fields (standard and custom) on the Conversion Flows that you created will appear
Adjust mappings for the fields to the desired field in Marketo
The fields available for mapping to will automatically be pulled from your Marketo Contacts table
Click “Next” at the bottom of the screen
Select Sync Frequency
Select an option for the sync frequency (e.g. every 30 minutes)
Click “Save” or “Save & Sync Now”
Step 2: Verify the Integration
Submit a test contact :
Scan the code for one 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
Frequently Asked Questions (FAQs)
Q: What is the purpose of the Marketo integration?
A: The Marketo integration allows you to seamlessly transfer contact information and IDs collected through your mobile conversion pages directly into your Iterable account. This enhances data management and enables more effective organization and segmentation for your 1st-party data.
Q2: What are the prerequisites for integrating Marketo with our platform?
A2: You need an active Marketo account with API access and administrative rights, and a valid account on our platform.
Q3: Which Marketo editions are supported by this integration?
A3: Our integration supports all Marketo editions that provide API access. Please ensure that your Marketo plan includes API capabilities.
Q4: How do I find my Marketo API credentials?
A4: Marketo API credentials can be obtained by navigating to the Admin section of your Marketo account and setting up a new service under Integration > Web Services. Note the Client ID and Client Secret that are generated.
Q5: Can I customize the fields that are mapped to Marketo?
A5: Yes, you can customize the data fields mapped between our platform and Marketo. This can be configured in the Manage > Integrations section of a Workspace in your account.
Troubleshooting Common Issues
Problem 1: Unable to establish a connection between the platform and Marketo.
Solution:
Ensure that you have correctly entered your API credentials in the integration setup.
Verify that your Marketo account has the necessary API roles and access permissions.
Check for any typos or spaces in your credentials.
Problem 2: Data is not syncing correctly to Marketo.
Solution:
Review the data mapping settings in the integration configuration to ensure the correct fields are linked.
Check if any required fields in Marketo are missing values when data is sent from our platform.
Ensure that there are no network or firewall issues blocking the sync process.
Check sync logs for successful runs and review any errors listed for failed records.
Problem 3: Receiving error messages about API limits.
Solution:
Marketo also imposes API limits which can be exceeded with high data volumes. Consider optimizing the frequency of data transfers or increase your API limit by contacting Marketo support.
Monitor your API usage in Marketo to manage and plan data sync activities better.
Problem 4: Changes in the platform are not reflected in Marketo.
Solution:
Check if the recent changes fall within the sync interval. Some integrations sync data at set intervals, so immediate changes may not appear until the next sync.
Review sync logs to ensure successful runs and troubleshoot any errors listed.
Support
If you encounter any issues or have questions, please contact our support team at [email protected]. We are here to help ensure your integration process is smooth and efficient.
Conclusion
Congratulations on successfully configuring the Marketo integration with our platform! You are now ready to streamline the transfer of contact information and IDs directly into your Marketo instance, enhancing your data management capabilities.