How to set up Marketo integration?

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Prerequisite

You need a Zapier account first. If you don’t have an account, click here to create a Zapier account.

When you’re ready, let’s get started.

Instruction

Step 1. Log in to your Zapier account. And then click Make a Zap! button.

Step 2. Let’s search and select Marketo as our trigger app. Next, check New Lead as our trigger action. Then click the Save + Continue button.

Step 3. Let’s link your Marketo account.

Select Choose Account. Click the Connect an Account button. Connect with your Marketo account. Then click the Save + Continue button.

Step 4. Let’s finish up our trigger app setup.

Go back to your Zapier setup page. Then click the Fetch & Continue button. Lastly the Continue button.

Step 5. Ok, let’s set up our Action app.

Let’s search and choose Cellcast. Next select Create Contact as our action. Then click the Save + Continue button.

Step 6. Next, let’s add your Cellcast account.

Click the Connect an Account button. There should be a popup saying to add or allow your Zapier and Cellcast account to be linked together. Type in your Cellcast username and API key.

Click the Test button to check if it was successful. Then click the Save + Continue button.

Step 7. Let’s set up our new contact.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Marketo contacts etc…). Set First Name , Last NamePhone NumberEmailEtc… to their corresponding fields from Marketo. Then click the Continue button.

Step 8. Let’s finish up everything.

Click the Create & Continue button. Then the Finish button. Lastly, name your Zap, and turn it ON.

We hope this tutorial was helpful!

If you need further assistance, you can reach our customer support team on (03) 8560 7025, get on Livechat, or send us an email at [email protected]