Marketo
Enhance your Marketo campaigns with powerful customer data from your data warehouse.
In this guide, we’ll walk you through syncing customer data from your data warehouse into Marketo to enhance your customer engagement. Let's get started!
Supported Objects
GrowthLoop enables syncing to these Marketo objects:
Object | Description | Sync Modes | Field Mappings (Required) | Field Mappings (Optional) |
---|---|---|---|---|
Lead | Create, enrich, and update lead profiles with additional information | Insert (adds new leads) Update (modifies existing lead records) Upsert (combines insert and update functionality) | Marketo GUID : This is a unique identifier assigned to each lead record within MarketoOR Email : Email address of each lead | Basic Information: First Name , Last Name ,Title , Company Lead Scoring and Qualification: Lead Score , Lead Status Custom Fields: Include any additional data related to leads that you define! |
Custom Objects | Track unique information related to interactions, transactions, or other custom attributes relevant to your business | Insert (adds new entry) Update (modifies existing entry) Upsert (combines insert and update functionality) | Unique Identifier : A field that uniquely identifies each entry | Custom Fields: Include any additional data related to the object that you define! |
Prerequisites
- Ensure you have an active Marketo account and have configured it as a destination. Click here to learn how.
Create and configure sync
- Navigate to the Syncs tab on the left sidebar and click Create Sync in the top right corner.
- Set up your Sync with the following details:
- Sync Name: A clear, friendly name for your sync.
- Sync Frequency: How often data should sync to the destination.
- Update Rule: The default method for syncing data to the destination.
- Dataset / Table: The table containing your events or user data.
- Match Field: The column used to identify users in your source table for the destination system.
- Dataset Unique Field: The column with unique values for each user in the table.
- Connection: Choose the destination for syncing data. Select Marketo.
- Object Type: Choose the data object to sync:
Lead
or any custom object. Note that custom object types should be created in Marketo first. - Match Field: The column used to match and identify users in the destination system based on your source data.
- After selecting or inserting the required fields, click Save Sync.
- Next, add field mappings based on the object you're syncing to. For the
Lead
object, map eitherMarketo GUID
orEmail
. - To map a field, choose the column that represents
Email
from the Source drop-down - In the Destination section, select Email Address.
- To map more fields, click Add Mapping to create a new Source -> Destination row.
- Repeat these steps to map as many standard or custom fields as needed. For a list of Marketo standard fields, refer to the Marketo API documentation.
- After mapping all the fields, clicking Update Sync will prompt you with the following two options:
- Updates Only: We recommend you go with the this option, especially if you’re setting up the sync for the first time.
- Back-fill: This option is when you are updating an existing Sync with newly mapped fields and you’d like all your already synced events to have those fields backfilled for them. This operation can be very expensive and time consuming on your underlying Data Warehouse, so please choose that option if you’re absolutely sure.
- Finally, click the toggle at the top of the page to enable!
Success
You have successfully created a
Lead
sync to Marketo!
Updated about 2 months ago