Marketo integration

Enhance your Guideflows with powerful lead management by integrating Marketo. This integration ensures that your lead capture and tracking align seamlessly with your marketing automation efforts, improving your ability to nurture and convert leads effectively.

Key Benefits:

• Sync demo data with existing leads

• Automatically create new leads

• Create timeline activity of demo sessions for leads

• Capture leads using Marketo lead forms

How to configure Marketo integration

Step 1: Install script

• Add the following script to your website's tag for lead attribution tracking:

<script type="text/javascript">
  // Guideflow attribution script will be provided here
</script>

Step 2: Configure Marketo integration

• Navigate to 'Integrations' within your Guideflow dashboard.

• Find Marketo and click on "Configure" to initiate the setup process.

Step 3: Provide Marketo API credentials

• You'll need to provide the following Marketo API credentials:

  • Client ID

  • Client Secret

  • Endpoint URL

  • Identity URL

Important: Ensure you have at least one free Custom Activity in your Marketo account for this integration to work properly.

Marketo user permissions The Marketo user associated with the API credentials must have the following permissions:

• Read-Write Activity

• Read-Write Activity Metadata

• Read-Write Person

• Read-Write Schema Custom Field

• Read-Write Schema Standard Field

Demo Data Sent to Marketo

Once the integration is set up, Guideflow will automatically create the following custom fields in Marketo:

1. Guideflow Demo Name (last viewed demo)

   • Type: String

   • Field Name: gf_last_demo_name

2. Guideflow Demo Viewed At (when the demo was last viewed)

   • Type: DateTime

   • Field Name: gf_last_demo_at

3. Guideflow Demo Time (time spent in seconds)

   • Type: Number

   • Field Name: gf_last_demo_time_secs

4. Guideflow Demo Complete (percent of steps completed)

   • Type: Number

   • Field Name: gf_last_demo_completion_percent

5. Guideflow Demo Link

   • Type: String

   • Field Name: gf_last_demo_link

6. Guideflow Demo CTA Clicked

   • Type: String

   • Field Name: gf_last_demo_cta

7. Guideflow Demo Sessions (total count of demo sessions by the lead)

   • Type: Integer

   • Field Name: gf_demo_sessions

Why leverage Marketo:

• Efficient lead tracking: Automatically sync demo interaction data with your Marketo leads.

• Improved lead nurturing: Use demo engagement data to create more targeted and effective nurture campaigns.

• Enhanced analytics: Gain deeper insights into how leads interact with your product demos.

By following these configuration steps, you can ensure a seamless integration process, enhancing your lead capture and management capabilities while leveraging the power of interactive demos.

If you need any assistance with the Marketo integration, please don't hesitate to reach out to our support team.