Configuring marketo

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

To configure marketo:

  1. Select Administration > Integrations on the Navigation bar.
  2. Click Marketo on the Integrations list view.
  3. Select the Enabled check box.
  4. Select the Options tab and specify data in these 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.

    These 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 require to be modified. (The only exception is if the Admin required 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 is if the Admin required 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 is if the Admin required to purge the data and reload the activities for another 30 days of work) - Does not apply for this release
  5. Click Save.
    Note: After configuration, you must: