Overview

Marketo has become one of the popular CRM to manage your prospects, customers and contacts. Exceed knows how to automate the conversations with your leads, prospects and customers. Exceed also collects information from contacts such as phone number, title, etc. which get updated as well in Marketo. With the Exceed Marketo integration, your contacts stay in sync with your sales team’s Marketo database.  

The integration between Exceed and Marketo is a bridge between your automated conversation with your contact and your sales database, allowing activity and information to move seamlessly between the two. With the Exceed Marketo integration, your sales team will consistently have the most up-to-date contact information and communication.

After you authenticate your Marketo account, Exceed.ai will pull any new contact in Marketo, which meets predefined criteria and will create a contact in Exceed database which we start working on based on your predefined sequences in Exceed. 

How to Enable Marketo Integration at Exceed?

Prior to setting up the integration, we recommend creating a dedicated Marketo account, rather than using an employee's account. This is done to guarantee continuous access in cases of personnel changes and to ensure Exceed API user has only the needed permission.

  1. Log in to Exceed
  2. Click on the Setting menu, and then Integrations 
  3. Click on ‘Add Marketo account’ button in the Marketo Integration section
  4. Log in to Marketo and click "Allow" in order to give Exceed permission to send and pull contact information
  5. Wait for Marketo and Exceed to authenticate
  6. Your project should now be successfully integrated with Marketo!

Exceed provides out-of-the-box contact status and field mapping between Exceed and Marketo. As we mentioned above, this mapping is quite flexible and we allow you to adjust status / field mapping based on your specific workflow process and data management in your Salesforce. 

Exceed updates contact Marketo records on every status change, contact update and new communication between Exceed and the contact. 

Mapping between Exceed and Marketo

Every customer sets up their Marketo in a different way. Therefore we provide our customers full flexibility to map Exceed contact statuses to the corresponding statuses in Marketo. Same goes to field mapping as well. 

Contact Statuses Mapping 

Here is the list of possible statuses a contact can be in Exceed.ai platform:

You can read more about Lead Status in here.

Contact Fields Mapping 

Here is the list of fields Exceed syncs with Marketo. You can find a corresponding field at Marketo for each field in the Exceed platform. Exceed can add more mapping as needed to enrich contact data in Marketo:  

Pull Leads from Marketo to Exceed using Static Lists

Exceed can automatically pull leads and contacts from Marketo to Exceed. Kindly review each sequence (under its Integrations tab) and choose a specific static list to pull contacts for the sequence. 

You'll need to turn on the integrations toggles both on the Integrations page and on the sequence level to pull in contacts. Emails would start sending out only once the sequence is activated.

For any question, reach out to us at support@exceed.ai or use the chat icon

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