Marketo Integration

Marketo is a premium integration available to customers on the Pro or Elite pricing plan. Learn about the benefits and how to upgrade your account in this article.

You can integrate with your Marketo account to view calls as form submissions in the lead timeline. Once your integration is authorized, you can send phone call and text message activity from your tracking numbers into the lead timeline within Marketo.

Use this article to learn how to:

  • Integrate with Marketo
  • Create Custom Fields and Activities in Marketo
  • Find your CallRail data in Marketo
  • Disable your integration

Getting Started

CallRail's integration with Marketo requires keyword-level tracking with dynamic number insertion installed on your website.

Integrating with Marketo

  1. Choose the company you’d like to integrate with Marketo.



  2. Click Settings at the top of the page.



  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Click Activate on the Marketo integration option.



  5. To enable the Marketo integration, follow the instructions on the Marketo developer site to step 7. This process gives us the information we need to access the REST API. Then, provide the Client ID, Client Secret, and Munchkin Account ID within the correlating fields in CallRail.



  6. Once you've added your Client ID, Client Secret, and Munchkin Account ID, follow the next set of instructions to complete your integration setup.

Create Custom Activities and Fields

Use this set of instructions to create Custom Activities and Fields in Marketo. This is where your calls and text messages will report once your integration is active. 

  1. In your Marketo account, click Admin.



  2. In Database Management, select Custom Activities.




  3. Click New Custom Activity.



  4. Enter Phone Call Event as the display name and Event for inbound phone call as the description. Then, click Next.



  5. Define your Filter and Trigger as Phone Call. Then, click Next.



  6. Define your custom activity's primary fields as Tracker Name. Then, click Submit.



  7. Repeat steps 3-6 above for SMS messages, where:
    • Your SMS activity name is SMS Message Event, and the description is Event for an inbound text message.
    • The Filter and Trigger should be SMS Message.
    • The primary field name is Message Content.

  8. In Marketo Custom Activities, select Fields.



  9. Select Phone Call Event from the list of Marketo Custom Activities.



  10. Click New Field.



  11. Choose the field’s data type as String. Name the field. The API Name auto-populates. You will need to name the first field Tracking Phone Number. When you’re done, click Save.



  12. Repeat steps 3-4 for the following fields:
    • Customer Name
    • Customer Phone Number
    • Call Duration
    • Call Result
    • Call Recording Link

  13. Repeat steps 1-6 for SMS messages. You'll use the following fields for SMS messages:
    • Tracker Name
    • Tracking Phone Number
    • Customer Name
    • Customer Phone Number

  14. Once you've added your custom activities and fields to Marketo, click Save at the bottom of the page. This will move the integration to Pending



  15. While your integration is pending, the Marketo option on the All Integrations page will display a yellow alert.



  16. Once your activities have been added in Marketo, and you've set your integration to Pending, email support@callrail.com to let us know you've added your activities. This will allow CallRail Support to complete the integration activation on our end, and update the status of the integration to Active.

     

Your CallRail Data in Marketo

  • All activities a lead has performed will be available in Main Lead Activity. The top 2 activities on this list are the custom SMS and Phone Call events CallRail created.



  • SMS Event Details include specific details about an SMS received by one of your CallRail tracking numbers.



  • Phone Call Event Details include specific details about a phone call received by one of your CallRail tracking numbers.



Disabling Marketo Integration

Disabling a company's Marketo integration will prevent CallRail from sending campaign data to your Marketo account. We'll keep your Marketo credentials saved in case you'd like to re-activate your integration in the future.

  1. Choose the company whose integration you'd like to disable.



  2. Click Settings at the top of the page.



  3. Select the Integrations tab, then click All Integrations.

    Integrations_All_Integrations.png

  4. Click Configure on the Marketo integration option.



  5. Select Disable Integration on the right side of the page.



  6. Click Disable to turn off your Marketo integration.



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