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Marketo Integration

Integrate with Marketo to sync events across contacts

Athreya Guru avatar
Written by Athreya Guru
Updated over 9 months ago

Paperflite's seamless integration with Marketo empowers marketing teams with a dynamic content experience. With this integration, you can effortlessly sync content engagement between Paperflite and Marketo, ensuring a unified and efficient workflow.

Let’s take a look at how to add a new contact in Marketo and retrieve the required information to integrate with Paperflite.

Step 1: Sign into your Marketo account and head to the Admin tab. Click on Roles > New Role and configure the access API settings to your requirements.

Step 2: Invite a new user and enable permissions by heading to the Users tab > Invite New User

Step 3: Head over to Launchpoint and create a new service

Step 4: Click on View Details to get the Client ID and Client Secret to help integrate Marketo in Paperflite.

Step 5: Click on Munchkin to get the Munchkin Account ID.

Step 6: Sign in to your Paperflite account and head to Settings > Integrations > Marketo > and click on Activate.

Enter the Client ID, Client Secret, and Munchkin ID. Turn on ‘Sync Events’ and Save Changes.

Step 7: Create Custom Activities in Marketo to track information to meet your requirements. You can do this by heading to Admin > Database Management > Marketo Custom Activities

Display Name

Asset Opened

API Name

assetOpened

Description

Asset opened by a Lead

Filter

Interacted with Paperflite Content

Trigger

Interacts with Paperflite Content

Data Type

string

Name

Description

API Name

description

Description

Description of the user interaction with the content

Step 9: Create Custom Activity for the rest of the fields.

Data Type

Name

API Name

Description

string

Description

Description

Description of the user interaction with content

string

Asset ID

Asset ID

Unique Asset ID

string

Asset Name

Asset Name

The name of the asset viewed by the lead

string

Conversation ID

Conversation ID

The unique id of the conversation

string\

Conversation Title

Conversation Title

The title of the conversation shared with the lead

string

Collection ID

Collection ID

Unique ID of the collection

string

Collection Name

Collection Name

The name of the collection share with the lead

string

Reshared with Lead

Reshared with Lead

The email address of the lead

float

Percent Viewed

Percent Viewed

The percentage completion of the Asset

Step 10: Click on Custom Activity Actions > Approve Action

If you need further assistance, please reach out to us at support@paperflite.com, and we'll be glad to assist!

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