Configuring Marketo

Complete the following tasks to configure the Marketo integration. Infor CRM users who have appropriate permissions can see a Sales Insight tab on the Infor CRM Contact, Lead, and Marketo Lead Detail views that displays marketing and activity-related data.

To configure

In the Navigation bar, expand Administration, Integrations.
On the Integrations list view, click Marketo.
Select the Enabled check box.
In the Integration - Marketo Detail view, select the Options tab and enter data in the following required fields:
- In the URL field, paste the REST API end point provided by Marketo.
- In the ClientID field, paste the Client ID from your Marketo LaunchPoint.
- In the Secret field, paste the Secret key from your Marketo LaunchPoint. For more information, please refer to the Marketo documentation for REST API authentication.
The following fields are also available:
- MQL List Name
  
  Qualified leads
- AutoLink Accounts
  
  If set to true allows accounts to be automatically pushed to Marketo.
- AutoLinkOpportunities
  
  If set to true allows Opportunities to be automatically pushed to Marketo
- LeadChangePagingToken
  
  Data value does not need to be modified. (The only exception would be if the Admin wanted to purge the data and reload the activities for another 30 days of work).
- ActivityPageToken
  
  Data value does not need to be modified. (The only exception would be if the Admin wanted to purge the data and reload the activities for another 30 days of work).
- StaticListpageToken
  
  Data value does not need to be modified. (The only exception would be if the Admin wanted to purge the data and reload the activities for another 30 days of work) - Does not apply for this release
Click Save.
After configuration, you must:
- Run the Marketo ad hoc jobs. See Running the Marketo ad hoc jobs
- Assign the Marketo Integration role to each user who will be accessing Marketo. See Working with the Roles Tab