Quick Guide to Salesforce-Marketo Integration.pdf

Quick Guide to Salesforce-Marketo Integration.pdf

• 1.
  A Quick Guide to Salesforce andMarketo Integration
• 2.
  It unites SalesforceCRM with Marketo's marketing automation, enabling real- time bi-directional data flow. It syncs lead information, campaign activities, and customer insights to create a centralized system for both marketing and sales teams. What it is?
• 3.
  Benefits Improved lead nurturing Enhancedmarketing alignment Seamless data synchronization Faster lead response times Personalized customer journeys Streamlined reporting Time-saving automation Scalable processes
• 4.
  How Sync Works? ContinuousSync - Marketo and Salesforce sync continuously with 5- min. intervals, ensuring near real-time data updates without manual effort. Bidirectional Sync - Leads, contacts, and campaigns are synced bidirectionally, meaning any updates made in either system are instantly reflected in the other. Salesforce to Marketo Sync - For other data points, such as accounts and opportunities, the sync is typically from Salesforce to Marketo.
• 5.
  Leads What Syncs? Contacts Accounts Opportunities Activity Custom Objects Campaigns
• 6.
  Setting Up Marketo SalesforceSync Add Marketo Fields in Salesforce Map Custom Fields for Conversions Create a Sync Profile Set Profile and Field Permissions Create Sync Account and Token Configure Marketo Salesforce Sync Account. Start and Verify Sync 1 2 3 4 5 6 7
• 7.
  For more details, checkout the blog (Link in description)
• 8.
  Let our expertshelp you unlock the full potential of Salesforce-Marketo integration Connect with us at: sales@emorphis.com info@thesalesforcefirst.com