Our Marketo integration lets you sync answers from Survicate with your leads data in Marketo. You can use it to create or update leads in Marketo, attach information collected with Survicate as lead fields, and trigger email campaigns based on survey responses. Once anonymous visitor turns to Marketo lead, his previous responses are sent to lead profile.
In order to enable Marketo integration in Survicate panel go to Settings -> Integrations -> Marketo (view) -> Connect:
A pop-up authorization window will open (make sure you have allowed pop-ups on our site), where you have to fill up the credentials.
How to find Marketo credentials
1. Create 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.
2. Client ID and Client Secret:
Go to Admin -> LaunchPoint -> New -> New Service. Fill up the fields and create the service.
Once you have done that, click on "View Details". Client ID and Client Secret will be displayed there. Copy and paste these data to Survicate authorization window.
3. Endpoint URL
Go to Admin -> Web Services -> REST API. Copy the Endpoint and paste into Survicate authorization window.
Once you have copied all required data from Marketo into Survicate authorization window click on Authorize.
Once you have configured and authorized the integration go to Survicate panel and create a new survey.
Sending activities to Marketo
Each answer can be sent to Marketo as Lead Activity:
Once configured, following data will be sent to 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.
Sending Survicate answers as Marketo lead fields
Answers collected with Survicate can be sent to Marketo as lead field values.
Survicate lets you 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.
Which survey types I can integrate with Marketo?
Targeted Website, In-Message and Email NPS surveys are fully compatible with this integration. All question types will integrate as well. Questionnaire can be used as well, but be cautious! Questionnaire will integrate only if Contact Form with Email field is contained!
Can I use this to target Marketo campaign?
Based on values you have selected to be recorded in Marketo from Survicate survey, you can target campaigns within Marketo. If you have described value Newsletter you can select them now under Newsletter custom object in Marketo.
Can I send data to custom fields in Marketo?
Yes. We not only support sending to default lead fields, but also to those you have created manually in Marketo.
Do you sync answers once anonymous visitor become a lead?
Yes – we allow you to survey anonymous visitors throughout these visits in an unobtrusive way, gradually gathering useful insights. Based on information gathered, you can create specific segments and deepen knowledge about them. Once they sign up with Survicate’s or Marketo contact form - we push all the Insights from Survicate to 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.