How to send my leads to Marketo

Integrating Marketo with OptiMonk allows you to gather leads with OptiMonk and use Marketo’s powerful marketing tools to connect with your subscribers.

To set up integration with Marketo please follow these steps: 

  1. Login to your OptiMonk admin dashboard at OptiMonk.com and click on the Settings button next to the campaign you would like to use for integration.


    Onsmallerscreensizes, you will see a menu button, click on Settings in the menu that appears.



  2. This will take you to your Campaign Settings page for that campaign. Scroll down to find the heading Integrations and click on the discursive arrow next to: Where would you like to keep the list of subscribers?



  3. By default, your subscribers are stored in the internal database of your OptiMonk account. To store new subscribers in another email, newsletter, or CRM system, click on ‘Set up’ next to External System.



  4. Select Marketo from the list that appears.



  5. To integrate with OptiMonk, you will need to enable API calls at Marketo. To do so, please open a new tab or browser window, login to your Marketo account and follow their tutorial here.

  6. After following the instructions in Marketo’s tutorial, you will need to gather the “Host URL”, the “Client ID” and the “Client Secret” generated in your Marketo account. You can find the information by clicking on the “Admin” button in the menu shown here.



  7. Select “Integration” -> “Web Services” from the left menu. Copy the “HOST URL” from the“REST API” box, return to the tab or window with your OptiMonk admin dashboard and paste it in the corresponding field. Please note: You should remove the ’/rest’ part of the URL (e.g. https://123-ABC-456.mktorest.com). Leave your Marketo account open in the other tab or browser for the next step.






  8. Now we’ll return to the Marketo site to gather the“Client ID” and “Client Secret”. Select“Integration” ->“Launchpoint”. Here you will see the list of services you have created. Select the service you created and click on “View details”to see your“Client ID” and “Client Secret”. Copy and paste them in the corresponding fields of your OptiMonk admin dashboard.





  9. Optional: You can add the subscribers you gather with OptiMonk to a specific list at Marketo. When you don't choose a list, leads will simply be added to your general lead database or a Smart List you have set up in Marketo.

 

That's it! Now, anytime a visitor signs up on your OptiMonk popup, they will be automatically added to your Marketo list. 

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