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Marketo - Setting up Marketo on Webinar+

Webinar+'s Marketo integration will enable you to manage your event leads and customer relationship data using the robust functionality of Marketo.

 

What will be the capabilities of Webinar+ - Marketo Integration?

Webinar+ will support and provide the below-mentioned workflows with Marketo Integration:-

  • Export your Attendee data to Marketo as Custom Activity (Please note, only Attendee data will be exported from Marketo to Webinar+).

  • Import your Event Registration data from Marketo to Webinar+.

  • Export the Attendance(show up) data of Events to Marketo as Custom Activity.

  • Export Session registrations and Session attendance analytics of attendees to Marketo as Custom Objects.

Marketo Integration can be divided into the below parts:

 

Part 1: Integrate Marketo with Webinar+

Part 2: Import registration data from Marketo to Webinar+

Two important pieces of information will be required, validated & stored by Webinar+, i.e. Lead ID & Email ID

  1. Authenticate your Marketo account on Webinar+

  2. Setup the import process 

  3. Webinar+ will store the Lead ID & Email ID of each imported record in our database

  4. If the export process is setup from Webinar+ to Marketo, then the same record will be updated with more information (based on lead id)

This Lead ID & Email ID will be stored in Webinar+ Database & will be used - if you need to export data (Profile Information, Session Registration & Session Analytics) from Webinar+ to Marketo

 

Part 3: Export data from Webinar+ to Marketo 

Two important pieces of information will be required & would be validated by Webinar+, i.e.Lead ID & Email ID

  1. Authenticate your Marketo account on Webinar+ & setup the export process

  2. Webinar+ will check if the Lead ID & Email ID is available in our database

  3. If the same Lead ID is available in Marketo - Webinar+ will update the information on Marketo under the respective Lead ID/record

  4. If the Lead ID is not available, then Webinar+ will check if the Email ID exists on Marketo:

    > If yes & it’s a single entry - then Webinar+ will update the information in it
    > If yes, however, there are multiple entries with the same Email ID - then Webinar+ will update the information in the record with the latest lead creation time
    > If no - then Webinar+ will create a new record & update its source as Webinar+

  5. In all 3 cases, updated information will be sent back to Webinar+ & we will store the Lead ID in our database.

     

Part 4: Export session registration and session attendance data from Webinar+ to Marketo 

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