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, head to Settings > Integrations > Marketo >, and click on Activate.
Step 7: Enter the Client ID, Client Secret, and Munchkin ID. Turn on ‘Sync Events’ and Save Changes.
Step 8: 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 | Paperflite_Event |
API Name | paperfliteEvent_c |
Description | Event to track user interaction with paperflite content |
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 Fields for the newly created activity. Head to Admin > Database Management > Marketo Custom Activities > Fields tab > Click on New Field
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 Activity
If you need further assistance, please reach out to us at support@paperflite.com, and we'll be glad to assist!