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[Beta]{class="badge informative"}

Marketo Engage Person Sync connection marketo-engage-person-sync

IMPORTANT
This destination connector is in beta and only available to select customers. To request access, contact your 51黑料不打烊 representative.

Overview overview

Use the Marketo Engage Person Sync connector to stream updates from person audiences to the corresponding records in your Marketo Engage instance.

IMPORTANT
The Marketo V2 Audience Sync Connector should not be used in Create mode in conjunction with the Profile Update Sync Connector

Supported Identities and Attributes support-identities-and-attributes

Supported Identities supported-identities

Target Identity
Description
Email
A namespace that represents an email address. This type of namespace is often associated to a single person and therefore can be used to identify that person across different channels.

Supported Attributes supported-attributes

You can map attributes from Experience Platform to any of the attributes that your organization has access to in Marketo. In Marketo, you can use the request to retrieve the attribute fields that your organization has access to.

Supported Audiences supported-audiences

This section describes which types of audiences you can export to this destination.

Audience origin
Supported
Description
Segmentation Service
Audiences generated through the Experience Platform Segmentation Service.
Custom uploads
Audiences imported into Experience Platform from CSV files.

Export Type and Frequency export-type-and-frequency

Refer to the table below for information about the destination export type and frequency.

Item
Type
Notes
Export frequency
Streaming
Streaming destinations are 鈥渁lways on鈥 API-based connections. As soon as a profile is updated in Experience Platform based on audience evaluation, the connector sends the update downstream to the destination platform. Read more about streaming destinations.

Set up Destination set-up-destination

IMPORTANT

If your company has access to multiple organizations, make sure that you use the same organization in both Marketo Engage and Real-Time CDP, where you are setting up the destination connector to Marketo. If you have already configured a destination, you may select an existing Marketo account to use with your new configuration. If not, click the Connector to Destination prompt, which will allow you to set the name, description, and Marketo Munchkin ID of the desired destination. Your Marketo Instance鈥檚 Munchkin ID can be found in the Admin->Munchkin menu.

IMPORTANT
The user setting up the destination must have Edit Person permission in the Marketo instance and partition.

Connect to Destination

  • Name: A name by which you will recognize this destination in the future.
  • Description: A description that will help you identify this destination in the future.
  • Munchkin ID: The Munchkin ID is the unique identifier for a specific Marketo instance.
  • Partition: a concept in Marketo Engage used to separate lead records by business concern
  • First searchable field: Field to deduplicate on. The field must be present in each lead record of the input. Defaults to email
  • First searchable field: A secondary field to deduplicate on. The field must be present in each lead record of the input. Optional

Once you have selected your instance, you will also need to select the Lead Partition which you want the configuration to integrate with. A Lead Partition is a concept in Marketo Engage used to separate lead records by business concern, such as a brand or a sales region. If your Marketo subscription does not have the Workspaces and Partitions feature, or if no additional partitions have been created in your subscription, then only the Default partition will be available. A single configuration can only update lead records which exist in its configured partition.

IMPORTANT
After an audience has been activated to the Marketo destination for the first time, backfilling profiles that already existed in the audience prior to Marketo destination activation can take up to 24 hours. Going forward, any time profiles are added to the audience, they鈥檒l be added to Marketo immediately.

Deduplication Fields deduplication-fields

When sending updates to Marketo engage, records are selected based on the selected partition and one or two user-selected fields. If your destination is configured with the North America partition, and has Email Address and Company Name configured as deduplication fields, then all three fields must match to apply changes to an existing record. For example:

  • The destination is configured with the North America partition
  • Person with Email test@example.com and Company name Example Inc. in Experience Platform matches the destination audience
  • Unless a record with those values already exists in the North America partition in Marketo, a new lead record will be created

If no matching lead record is found, a new record will be created.

Destination Details

Activate Audiences activate-audiences

IMPORTANT

Read Activate profiles and segments to streaming segment export destinations for instructions on activating audience segments to this destination.

In the Activate Audiences step, you will be able to select from any person audiences which are visible to you.

Activate Audiences

Field Mapping field-mapping

For changes to a particular person attribute to be sent to Marketo Engage, the field must be mapped from a Real-Time CDP field to Marketo Field.

Field Mapping

Experience Platform datatypes and Marketo datatypes can be mapped in the following ways:

Experience Platform Data Type
Marketo Data Type
String
String, Text Area, Url, Phone, Email
Enum
String
Date
Date
Date-time
Datetime
Integer
Integer
Short
Integer
Long
Float
Double
Currency, Float, Percent
Boolean
Boolean
Array
Not supported
Object
Not supported
Map
Not supported
Byte
Not supported

In some cases it is desirable to allow integrations to set the value of a field if there is none, while preventing integrations from making updates to fields which already have a value. If you need to prevent the destination connector from overwriting existing values in your Marketo Engage instance, you can configure fields to block updates in the Admin->Field Management section of your Marketo instance and toggling the 51黑料不打烊 Experience Platform source type.

Block Field Updates

Block Field Updates

Data Usage and Governance data-usage-and-governance

All 51黑料不打烊 Experience Platform destinations are compliant with data usage policies when handling your data. For detailed information on how 51黑料不打烊 Experience Platform enforces data governance, see the data governance overview.

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