Marketo Activity Signals in Clari

Marketo is used by sales organizations to automate account-based marketing with email, mobile, social, digital ads, web management, and analytics. If you’d like to learn more about  Marketo, check out their website.

To bring Marketo activity signals into Clari, we leverage Marketo’’s existing integration with Salesforce. We also have a blog post if you’d like to learn more about just how excited we are to partner with Marketo!

Bringing Marketo activity signals into Clari gives you visibility into prospect engagement with marketing materials at the opportunity level (i.e. Filled Out Form, Clicked Link in Email, etc.), allowing you to prioritize the right early-stage deals and follow up at the right time. This ensures that the sales team is getting the most out of marketing spend by putting all of the hard work that marketing is doing front and center in pipeline inspection workflows. 

 

 

You’ll find more information on Marketo’s integration with Salesforce here.
 

Marketo Activity Signals Setup

Once Marketo is installed in your Salesforce environment, reach out to your Clari CSM with a screenshot of one of your Marketo tasks from Salesforce to enable the integration.
 

FAQs

Which types of Marketo activity can be shown in Clari?

Clari can display any of the activities synced to Salesforce by Marketo. There are twelve activity types that can be synced, including Filled Out Form, Clicked Link in Email, etc. You can control which activities are shown in Clari by adjusting which of those activities are synced.

How do activities on leads and contacts get associated with opportunities?

Tasks synced to contacts will be shown for opportunities where the contact is listed on the associated account. Leads will be matched to accounts using either a domain match based on their email address and existing account contacts, or using a custom field on the lead record denoting account (if you have one). This custom field information should be provided to the Clari team when enabling the integration.

What details can be shown for Marketo activities?

Details are pulled from the task record in Salesforce, including the name of the lead/contact it is assigned to, Marketo activity type and the subject of the task. These details will be shown on hover in the Insights Panel as they are for emails/meetings/files.