Marketo integration lets you sync answers from Survicate with your leads data in Marketo. With this feature you can:
- Send embedded surveys via Marketo emails with Marketo-aware links that allow you to collect respondents data along with the answers
- Create website surveys that will be assigned to specific respondents
- View survey answers as Marketo lead fields values and activities
- Create leads with contact forms
📌Marketo integration is available as a premium integration. If you are interested in testing this integration contact email@example.com or reach out to our team from live chat. We can set up a 1-1 call to guide you through the steps of enabling the integration.
Not ready with your survey yet? Create a survey in Survicate to send out through Marketo.
Enable Marketo integration
To integrate Survicate with Marketo you need to prepare the environment for the integration inside Marketo. You will need:
- A new role
- A new API or API-only user
- A new service (we will ask you for the Client ID and Client secret of the service)
- A REST Endpoint URL
💾 Save the REST Endpoint URL, Client ID, and Client secret. You will need them later!
1️⃣ Create new role: In Marketo go to Admin > Users & Roles > Roles > Create new role.
️Minimal role permissions for the role are Read-Write Lead, Read-Write Activity, Read-Write Activity Metadata
2️⃣ Create a new API-only user:
In Marketo go to Admin > Users & Roles > Invite New User. Fill out the data, select proper roles (API, API-only) or other if you need and send the invite.
3️⃣ Create a new service:
Go to Admin > LaunchPoint > New > New Service. Fill up the fields and create a service.
Once you have done that, click on "View Details". Client ID and Client Secret will be displayed here. Copy and paste these data to the Survicate authorization window.
4️⃣ Get the endpoint URL
Go to Admin > Web Services > REST API. Copy the Endpoint and paste it into the Survicate authorization window.
Once you have all the required data from Marketo, it's time to Authorize the integration.
1. Go to the Connect tab of your survey, find, and pick Marketo from the list of integrations.
2. Click the Connect button to set up the authorization.
3. A pop-up window will appear for you to authorize your Marketo account asking you to enter your Client ID, Client secret, and the REST endpoint URL. Click Authorize once those are entered. If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.
💡Tip: If you wish to set up settings for Marketo integration, you can do this by moving on to Settings > Integrations > Marketo and clicking Edit
As you can see above you can set up three settings in the Marketo integration window:
- Create leads from Survicate contact forms: this function allows you to add a new lead to Marketo every time someone answers a contact form inside a survey
- Synchronize anonymous answers after a visitor becomes a lead: With this function enabled, we will send all the data gathered anonymously from a visitor once they fill a contact form and become a lead.
- Anonymize leads: If you enable this feature we will not capture the email address of the lead you have sent your survey to- we will instead capture the Lead_id. This way you can make sure that no private data of your leads are stored with Survicate.
4. Now the integration is ready to use! See the features we offer for Marketo Integration under the settings:
Sending lead activities to Marketo
Each answer can be sent to Marketo as Lead Activity:
Once configured, the following data will be sent to the Lead Activity Log in Marketo:
- Survey name
- Lead ID
- Question ID
- Survey ID
- Survey question
- Survey answer
You can use these attributes to trigger automated campaigns in Marketo.
1. Move on the Settings tab of Marketo Integration, and select send lead activities
2. Enable the toggle Send survey responses to your contacts as lead activities
3. Now whenever your survey has a new response, this will appear on the contact profile as a new activity.
Sending Survicate answers as Marketo lead fields
You can map how the integration syncs the answers from your survey to your leads in Marketo. The mapping table lets you map custom values to Marketo fields to be passed with each response.
1. Move on the Settings tab of Marketo Integration, and select update lead fields
2. Select the question you wish the update the fields from. To avoid flooding your Marketo user profiles with data, we enable you to decide on a question level whether or not to send responses to Marketo.
3. Select the prospect field you want to integrate with from the list or add a new one by writing the name of new the new field:
📌Note: By default, Survicate is sending the content of an answer as the prospect field value, but you can change the label to make it shorter or to fit your data structure - click edit mapping to modify these values:
4. You can connect more questions to your integration by clicking ➕Connect another question and apply the same steps.
Once you have your integration set up, you can test it without leaving Survicate by clicking Test Integration button.
Creating new leads with contact forms
1. To create a new lead in Marketo from Survicate, add a contact form question to your survey with a required email field.
2. Under the Settings tab of Marketo Integration, and select Create leads and select the question you wish to create the new lead from.
3. Enable "Create new lead in Marketo" toggle.
Where can I find data from Survicate in Marketo?
1. Go to your Marketo account > Lead Database
2. All Leads > Leads > Click on Lead ID
3. You will see all data you have collected with Survicate in Lead Info and all activities for that Lead in Activity Log.
Can I use this to target Marketo campaigns?
You can trigger personalized lead nurturing campaigns based on identified challenges, fears, jobs, and more within Marketo basing on the values from a Survicate survey.
Can I send data to custom fields in Marketo?
Yes. We not only support sending data to default lead fields, but also to those you have created manually in Marketo.
Do you sync answers once an anonymous visitor becomes a lead?
Yes – we allow you to survey anonymous visitors throughout their visits, gradually gathering useful insights. Based on the information gathered, you can create specific segments and deepen your knowledge about them. Once they sign up with Survicate’s or Marketo contact form - we push all the insights from Survicate to the Lead Profile in Marketo - even if they have been gathered with many different surveys. You get your newly created contact delivered with a package of actionable insights.
💬 If you have any questions or need help setting up Marketo integration, please feel free to reach out to our team. We are looking forward to arranging a 1:1 demo call to help you out in no time. 📞