Marketo Integration

Marketo is a marketing automation tool that improves the probability of providing qualified leads at the time to the sales organization. The Marketo Integration provides the ability to view, add, or modify the information and activate or deactivate the integration.

Note: You must be logged on to the Infor CRM Administration Client and have appropriate permissions to perform this task.

To access the Marketo Integrations details page:

  1. Log on to Infor CRM Administration Portal.
  2. Select Master Explorer > System Administration > Audit and Integration > Integrations. The Integration Maintenance page is displayed with the details of the selected integration.
  3. Click Marketo. The Marketo Integration details page is displayed.
  4. Review this information:
    Name
    The name of the integration. By default, this field is set to Marketo and cannot be modified.
    Sync Method
    The method to sync the data. By default, this field is set to Does Not Sync and cannot be modified.
    Link Type
    The synchronization type. By default, this field is set to System and cannot be modified.
    Authentication Type
    The type of authentication used for integration. By default, this field is set to Basic and cannot be modified.
    Enabled
    If this check box is selected, the Marketo Integration is enabled. By default, this check box is cleared.
  5. Click the Options tab to specify the integration setup details.
  6. Click the Marketo Synchronization Maps tab to specify the synchronization maps details. See Marketo Synchronization Maps.
  7. Click the Marketo Activity Types tab to configure the Marketo Activity Types that are displayed in the Marketo Sales Insight Related Item section. See Editing the Activity Type