How to Set Up The Marketo Integration

Marketo is a comprehensive, analytics-based marketing automation software, primarily used for lead nurturing, scoring and management. With the Marketo Oktopost integration, you can automatically sync social activities with lead records in Marketo to create more meaningful interactions with your customers.

Connect Oktopost to Marketo

To set up the integration with Oktopost you will need to create a Custom Service in Marketo with API access.

Make sure that the API User used by integration has the following API permissions:

  • Read-Write Activity
  • Read-Write Activity Metadata
  • Read-Write Person

Once the Custom Service is set up, go back to Oktopost → App Settings → Integrations, click on Add Integration, select Marketo from the list and enter your Client Id, Client Secret, and Munchkin Account ID from Marketo.

Once Marketo is connected to Oktopost, you'll be able to configure the integration settings.

Note that to reduce the number of requests Oktopost makes to Marketo's API, we use the bulk and batch endpoints when possible. A typical installation can consume anywhere from several to a few dozen calls per day.

Sync Custom Activities

By turning this option ON, Oktopost will automatically create new custom activity objects in Marketo and will send custom activity data to Marketo whenever it detects a social activity by a known lead. The custom activity types include:

Type Filter Trigger
Social Link Click Clicked on a Social Link Clicks on a Social Link
Social Like Liked a Social Post Likes a Social Post
Social Reaction Reacted on a Social Post Reacts on a Social Post
Social Comment Commented on a Social Post Comments on a Social Post
Social Share Shared a Social Post Shares a Social Post
Social Mention Mentioned on a Social Network Mentions on a Social Network
Social Direct Message Sent a Direct Message on Social Sends Direct Message on Social

Each custom activity type will contain detailed information and analysis about the activity, allowing to score and nurture based on social activities. See full lead activity reference here.

Track Social Clicks

By turning this option ON, the Marketo Munchkin code will be triggered whenever someone clicks on a shared okt.to link. Marketo will treat it as a web page visit and will allow you to create reports, campaigns, and programs based on the redirect URL that will contain details about the link and post that were clicked on.

For example:

http://ok.domain.com/social/Twitter/My-Campaign-Name/Oktopost/blog,short/ui/uWy9DY?utm_campaign=My-Campaign-Name&utm_term=blog,short&utm_medium=Social&utm_source=Twitter

Please note that in order to use this option you will need to set up a CNAME. For more information about the redirect link structure please read the following article.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy For Salesforce
  6. How to Set Up The Eloqua Integration
  7. How to Set Up the HubSpot Integration
  8. How to Set Up The Salesforce Integration
  9. How to Set up The Microsoft Dynamics Integration
  10. Microsoft Dynamics Social Activity Entity
  11. Oktopost Solution Package for Microsoft Dynamics
  12. How to Set Up The Mautic Integration
  13. How to Set Up the Bitly Integration
  14. How to Set Up the Feedly Integration
  15. How to Set Up the Act-On Integration
  16. Feedly Custom Sharing with Oktopost
  17. Act-On Integration: Segmenting Lists Using Social Data
  18. Act-On Integration: Social Lead Scoring
  19. Conversion Tracking With Marketo Forms 2.0
  20. Marketo Integration: Lead Segmentation
  21. Marketo Integration: Interesting Social Moments
  22. How to Set Up the Salesfusion Integration
  23. How to Set Up the Pardot Integration
  24. Setting up the Google Analytics integration
  25. How to Set Up the Facebook Retargeting Integration
  26. How to Create a Facebook Audience Based on Social Behavior
  27. Attributing Social to Leads in Marketo
  28. Webhooks
  29. How to Connect Oktopost to Zapier
  30. How to Create Salesforce Cases From Assignments
  31. Setting up Integration Assets
  32. Social Click URLs
  33. Salesforce Campaign Naming Parameters
  34. How to Track Conversion on HubSpot Embedded Forms
  35. How to Track Conversion on Pardot Forms
  36. How to Track Conversions on Act-On Labs Forms
  37. How to Set Up Single Sign-on With AD FS
  38. How to Set Up Single Sign-on With Okta
  39. How to Set Up Single Sign-on With OneLogin
  40. How to Set Up Single Sign-on With Google Apps
  41. How to Set Up The Facebook Lead Ads Integration
  42. Zapier Use Cases
  43. How to Set up Oktopost for Bizible
  44. How to Format Dates in Salesforce Template Fields
  45. Social Attribution Parameters
  46. Lead Parameters
  47. How to Update an Existing Social Insights Installation

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