Leads Integration This article is part of our Integration series. Get information on integrations with other CRM and marketing software such as Salesforce, Eloqua and Marketo. What is the Marketo Leads integration? Using Marketo leads integration, you can instantly move the details of people you collect in Akkroo data capture forms into new Marketo Leads. You can share any text-based or selection data from the Akkroo forms you create. You need to contact support (support@akkroo.com) or your account manager to turn on this Marketo integration feature for your account before you can follow these steps.
1: Initial Setup - Enable API access inside Marketo Open the Admin drop down in the menu tree within Marketo, select Security > Users & Roles.
Create a new role. In Role Name enter "API Role". Make sure the Read- Write Lead check box is checked. From the Users menu, choose Invite New User menu option.
Fill out the form using the format shown in the image below, and double check. Ensure the API Only checkbox is checked. Use an email address you have access to, not api@akkroo.com which is just there as an example. Open the Admin > Integration > LaunchPoint page in the navigation tree area within Marketo.
From the Installed Services tab, select New > New Service. Complete the form as shown in this image. Ensure Service is set to Custom and API Only User is the newly created API user, using the email you added a moment ago.
When the new service has been created, tap View Details. Take note of the Client Id and the Client Secret. These will be needed at a later stage to add inside the Akkroo Dashboard. Press Close.
Go to Admin > Integration > Web Services in the tree navigation within Marketo. Take note of the Identity URL and the REST Endpoint URL as these will be required at a later stage within the Akkroo Dashboard. 2: First Run - Now set up the Marketo Leads integration inside Akkroo You need to contact support (support@akkroo.com) or your account manager to turn on this Marketo integration feature for your account before you can follow these steps.
Open your dashboard, and choose Settings > Integrations from the main navigation. Tap the Add new link. Select the Marketo icon and tap Add. (If you don't see this icon you need to contact support@akkroo.com to enable it on your account. Integrations are a paid-for feature).
Using the details you've collected from Marketo in Step 1, enter your Client ID, Client Secret, Identity Service URL and REST Service URL and tap the Get Auth URL link, then after, press the Authorise Marketo button. First run setup is complete. Your account is now ready for you to setup individual events, which should create new Marketo leads. Using the Integration: Create new leads automatically in Marketo You will need to repeat this step of the process for each event that will create new Marketo Leads. Alternatively you can duplicate and modify an existing event where the Marketo integration has already been set up.
Choose an event from your dashboard, and click into it. From the options, select the Setup integrations button. From the options, choose Marketo. It's time to map your fields between your Akkroo event and Marketo leads.
Tap Edit field mappings to start making the changes. In the left column are fields from your Akkroo event form. The right column shows your fields in Marketo. Fields set to Unassigned will not be filled with any Akkroo data.
And that's it! When you collect data using the app or web forms, the new leads will appear in Marketo automatically, and the Marketo Lead details will be filled using data from the Akkroo form.
Questions & Related Tasks Can I update an existing Marketo contact by submitting the same person's data twice? It's not possible to update a record for the same person. You would need to delete the person's record from the event in the Akkroo dashboard and then re-submit the data. [Marketo uses it's own, separate method of checking for duplicates, which we do not mirror. Regardless of the settings and rules on Marketo, we will never send data over which Akkroo believes to be a duplicate.] How fast will my leads appear in Marketo? Usually a few seconds after they appear in the Akkroo dashboard. Can I create ldeas in Marketo from guest list check-in with this integration? It's only possible to create new contacts from data capture events. How does this feature work when my devices are offline? Leads are queued to be added to Marketo as soon as the data synchronises to the Akkroo dashboard. Can I use the same integration over multiple Akkroo accounts? You must setup an independent integration link for each separate Akkroo account. A cost will apply for each additional account that needs an integration. Can I import the data that I collected before I set up the integration on an event? You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel. How do I disable or remove an integration from an event? From the Integrations screen for the event, under the Marketo row, select Remove Integration.
Akkroo Contact Details You will need to have this integration enabled within your Akkroo account. Speak to your account manager or contact us on the details below to request the integration. Email: support@akkroo.com Phone: 0203 056 7716