Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


  1. In the profile dropdown on the upper right, select “Integrations”

Image Removed

...

Prerequisites

  1. Marketo Client ID
  2. Marketo Client Secret
  3. Marketo Identity URL

If you haven't already, you can follow the guide here to create the credentials above. 

Installation Guide

  1. Click on Integrations in the Setup tab
    • Image Added
  2. Click Connect on the Marketo tile
    • Image Added
  3. Enter your Marketo credentials (Client ID, Client Secret and & Identity URL)  
  4. Click Validate
  5. Once your credentials are correctly entered, a connection with Marketo will be established. You will be brought directly to the Marketo - Manage Integration page.

Image Removed

...

  1. and click Validate
    • Image Added
  2. Select the Company Name and Email/Website fields from the dropdown that best fits each description in your Marketo and click Save
    • Image Added