Integrate Marketo and Demandbase

You can integrate Marketo as a data source in Demandbase to sync people (Leads and Contacts), activities, and field updates. This integration allows you to specify which fields and records to sync by applying filtering rules, ensuring you import only relevant data.

The Marketo integration enables the following features:

• People (Leads and Contacts) and Activity Sync: The integration syncs people, activities, and field updates from Marketo into Demandbase.
• Take Action with Marketo Campaigns: Using the Take Action feature, you can add people to Marketo campaigns directly from Demandbase. See Take Action: Marketo Campaigns.

Prerequisites

• You must have Admin privileges in Demandbase.
• Integration user must have at least the bare minimum permissions in Marketo. See Create Marketo Integration User.

Steps

1. From the left navigation bar, go to  Settings > Integrated Systems > Integrations. 
2. Click Create Data Source.
   
3. Click Marketo.
   
4. Go to Step 1: Authenticate tab and enter the following:
   • Customer ID
   • Customer Secret
   • Instance ID
   • SOAP API User ID
   • SOAP API Encryption Key
5. Click Next.
   
6. See and follow Step 2: Field Selection (Select Marketo Fields).

Step 2: Field Selection (Select Marketo Fields)

1. Go to Step 2: Field Selection tab.
2. (Optional) Select the Marketo fields you want to sync with Demandbase. See Field Ingestion Control for Marketo.
3. Click Next.
4. See and follow Step 3: Record Ingestion (Select Marketo People).

Step 3: Record Ingestion (Select Marketo People)

1. Go to Step 3: Record Ingestion tab.
2. (Optional) Use Smart Lists, filter specific people from syncing with Demandbase. See People Ingestion Control for Marketo
3. Click Submit.

Outcome

After successfully completing these steps, the Marketo integration is set up and data starts syncing into Demandbase. Data is available according to the schedules described in Understanding Demandbase Data Availability.