by rssbus | November 21, 2017

Synchronize Leads from Marketo to Salesforce


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Synchronize Leads from Marketo to Salesforce

The sample project featured in this article has built-in templates for retrieving Marketo leads and inserting them into your Salesforce account, as well as a map script that will transform the XML structure of a Marketo Lead to a valid Salesforce lead, ready to be sent to Salesforce.

The ports are configured to automatically move files from one port to the next until the accounts from Marketo are added to Salesforce. If there is already an existing account record in Salesforce with a matching account name, the application will instead update the existing Salesforce account with the new data. You can login to your Salesforce account to check for your new account.

You can schedule the application to poll Marketo for new records whenever you want the job to run from the Marketo port settings page, or manually process files using the Receive button from the Receive tab of the Marketo port.

In order to configure the example, please follow these steps:

  1. Go to the Ports tab and click the Import Settings button. In the dialog that appears, choose the file MarketoSfdcSync.zip to import the project's settings and port configurations.
  2. After you have imported the sample, start by selecting the Marketo port and navigating to the Settings tab. If you have not already installed the Marketo port, the application will prompt you to install it.
  3. From Settings, to connect to your Marketo account, the REST Endpoint, OAuth Client Id and OAuth Client Secret of your Marketo custom service need to be set to their respective fields.
    The REST Endpoint can be found on your Marketo Admin area on the Integration->Web Services option in the REST API section.
    To obtain the OAuth Client Id and OAuth Client Secret, navigate to the LaunchPoint option on the Admin area. Click the "View Details" link for the desired service. A window containing the authentication credentials is displayed.
    Click the Test Connection button to verify that you can connect to your Marketo account from RSSBus Connect.
  4. Next open the Salesforce port and navigate to the Settings tab. If you have not installed the Salesforce port, the application will prompt you to install it.
  5. You also need to establish a connection to Salesforce. You will need to set the Username, Password and Security Token.
    The Username and Password are the same credentials you use to log into your Salesforce account, while the Security Token is a code assigned by Salesforce that is changed whenever you reset your password. If you do not know it, you can send a request to Salesforce from your account to have the token reset.
    After setting these credentials, click the Test Connection button to verify that you can connect to your Salesforce account from RSSBus Connect.
  6. To execute the sample, navigate to the Receive tab of the Marketo port. Click the Receive button to begin retrieving lead records from Marketo.
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