Marketo
Marketo is a marketing automation tool that allows you to score your leads based on certain criteria and determine the more important prospects. This helps you plan your sales and marketing activities to these leads accordingly. In order to plan your sales activities accordingly, you will need a tightly knit integration between your CRM and Marketo accounts.
The Marketo extension for Zoho CRM does this and more. This extension not only helps you to synchronize the leads from Marketo to Zoho CRM, but also provides Single Sign-on which means you will be able to sign in to your marketo account using Zoho CRM credentials. Hence, no more multiple passwords. This extension has a daily scheduler to synchronize leads on a day-to-day basis and a connected app to facilitate the single sign on.
Install the Extension
You can either go to the
Zoho Marketplace and install the extension or log in to your Zoho CRM account to install.
To install the extension
- Click Setup > Marketplace > Extensions > All.
All the installed extensions are listed. Under All Marketplace you can view all the extensions supported in CRM. - Click All Extensions, browse and click Marketo Extension.
The details about the extension will be available. - Click Install.
- In the following screen, check the Terms of Service and click Install Now.
- Click Authorize.
If you skip in this step, you can authorize the extension later from the Marketo's Extension Details page. - Provide your Marketo Client ID, Marketo Client Secret and Marketo Munchkin Account ID and click Save.
Your extension will be authorized.
Note:
To obtain the Marketo Client ID and Client Secret
- Login to your Marketo account and click Admin > Integration > Launch Point.
- In the Installed Services page, select the service that has to be integrated with Zoho CRM or create a new service by following the instructions provided by Marketo.
- Click View Details.
The Client ID and Client Secret for that particular application will be displayed. Copy this detail and paste them in the Extensions Details page.
To obtain the Marketo Munchkin Account ID
- Login to your Marketo account and click Admin > Integration > Munchkin.
- Copy the Munchkin Account ID and paste that in the Extensions Details page.
Configure Single Sign-on Settings
You will have to configure the Service Provider and Identity Provider settings for single sign-on using Zoho CRM. Here Zoho CRM acts as the Identity Provider, which means you will be able to sign in to your Marketo account using Zoho CRM credentials. For the Single Sign On to work effectively, all the users who are a part of your Zoho CRM system should also be added as users in your Marketo account. Otherwise, only the users who are part of both the accounts will be able to perform the SSO. This configuration involves two steps.
Configuring the SP details
To configure the SP details
- Click Setup > Marketplace > All > Installed > Marketo Extension.
- In the Marketo Extension's details page, select the Enable SAML Single Sign on check the 8box under Connected Applications.
- This will provide you the Identity provider details and the downloadable certificate. These details have to be provided at the Service Provider end.
- Under the Service Provider information section, provide your Munchkin ID in the appropriate place in the ACS URL field.
- Select the IdP initiated radio button for the SAML type.
- Click Save.
Configuring the IdP details in Marketo
To configure the IdP details in Marketo
- Login to your Marketo account and click Admin > Integration > SAML Single Sign On.
- In the Edit SAML Settings page, provide the Issuer ID and Entity ID. For Zoho CRM both values are same as the Login URL available in the Identity Provider Information Section in Zoho CRM.
- Upload the IdP Certificate downloaded from Zoho CRM in the Identity Provider Certificate field.
- Click Save.
Sync Marketo Data with Zoho CRM
Once you install and authorize the Marketo Extension, the custom schedule associated with the extension will be triggered automatically and will run everyday at the scheduled time as per your timezone. This scheduler will sync all the leads that were created the previous the day will be added to you CRM account.
This daily scheduler syncs data created only 24 hours prior to the current time of execution. However, you might want all your older data right from the time of creating your Marketo account to the current data to be added to your CRM account. This can be achieved with the help of the following custom script. You can write a custom function with this script and trigger it once to fetch all the existing data from Marketo.
In this functions, the line
currentDate=(zoho.currentdate.subDay(1)).toString("yyyy-MM-dd"); is used to fetch all data created one day prior to the date of execution. You can modify this time limit according to your requirements. For example, if your Marketo account has data from up to 6 months prior, then set this value as 180 and execute the custom function once.
IdentityPoint = zoho.crm.getOrgVariable("marketoextension.IdentityURLPoint");
ClientID = zoho.crm.getOrgVariable("marketoextension.ClientID");
ClientSecret = zoho.crm.getOrgVariable("marketoextension.ClientSecret");
oauthUrl = "https://" + IdentityPoint + ".mktorest.com/identity/oauth/token?grant_type=client_credentials&client_id=" + ClientID + "&client_secret=" + ClientSecret;
tokenResponse = getUrl(oauthUrl);
tokenStr = tokenResponse.toString();
tokenMap = tokenStr.toMap();
info "AccessTokenMap=" + tokenMap;
if (tokenMap.size() != 0)
{
access_token = tokenMap.get("access_token");
currentDate = (zoho.currentdate.subDay(1)).toString("yyyy-MM-dd");
currentTime = zoho.currenttime.toString("HH:mm:ss");
requiredFormat = currentDate + "T" + currentTime + "-04:30";
leadUrl = "https://" + IdentityPoint + ".mktorest.com/rest/v1/activities/pagingtoken.json?sinceDatetime=" + requiredFormat;
headerMap = map();
headerMap.put("Authorization", "Bearer " + access_token);
tokenResponse = getUrl(leadUrl, headerMap);
tokenStr = tokenResponse.toString();
tokenMap = tokenStr.toMap();
// info "nextPageTokenMap" + tokenMap;
if (tokenMap.size() > 0)
{
nextPageToken = tokenMap.get("nextPageToken");
leadUrl = "https://" + IdentityPoint + ".mktorest.com/rest/v1/activities.json?nextPageToken=" + nextPageToken + "&activityTypeIds=12";
leadMap = getUrl(leadUrl, headerMap);
// info "leadMap==" + leadMap;
reqLeadMap = (leadMap.toString()).toMap();
resp = reqLeadMap.get("result").toJSONList();
for each element in resp
{
leadRecordMap = element.toMap();
lastName = leadRecordMap.get("primaryAttributeValue");
criteriafield = "(Last Name|=|" + lastName + ")";
criteriaMap = zoho.crm.searchRecords("Leads", criteriafield);
if (criteriaMap.size() == 0)
{
createdMap = zoho.crm.create("Leads", { "Last Name" : lastName });
info createdMap;
}
}
}
}
ClientID = zoho.crm.getOrgVariable("marketoextension.ClientID");
ClientSecret = zoho.crm.getOrgVariable("marketoextension.ClientSecret");
oauthUrl = "https://" + IdentityPoint + ".mktorest.com/identity/oauth/token?grant_type=client_credentials&client_id=" + ClientID + "&client_secret=" + ClientSecret;
tokenResponse = getUrl(oauthUrl);
tokenStr = tokenResponse.toString();
tokenMap = tokenStr.toMap();
info "AccessTokenMap=" + tokenMap;
if (tokenMap.size() != 0)
{
access_token = tokenMap.get("access_token");
currentDate = (zoho.currentdate.subDay(1)).toString("yyyy-MM-dd");
currentTime = zoho.currenttime.toString("HH:mm:ss");
requiredFormat = currentDate + "T" + currentTime + "-04:30";
leadUrl = "https://" + IdentityPoint + ".mktorest.com/rest/v1/activities/pagingtoken.json?sinceDatetime=" + requiredFormat;
headerMap = map();
headerMap.put("Authorization", "Bearer " + access_token);
tokenResponse = getUrl(leadUrl, headerMap);
tokenStr = tokenResponse.toString();
tokenMap = tokenStr.toMap();
// info "nextPageTokenMap" + tokenMap;
if (tokenMap.size() > 0)
{
nextPageToken = tokenMap.get("nextPageToken");
leadUrl = "https://" + IdentityPoint + ".mktorest.com/rest/v1/activities.json?nextPageToken=" + nextPageToken + "&activityTypeIds=12";
leadMap = getUrl(leadUrl, headerMap);
// info "leadMap==" + leadMap;
reqLeadMap = (leadMap.toString()).toMap();
resp = reqLeadMap.get("result").toJSONList();
for each element in resp
{
leadRecordMap = element.toMap();
lastName = leadRecordMap.get("primaryAttributeValue");
criteriafield = "(Last Name|=|" + lastName + ")";
criteriaMap = zoho.crm.searchRecords("Leads", criteriafield);
if (criteriaMap.size() == 0)
{
createdMap = zoho.crm.create("Leads", { "Last Name" : lastName });
info createdMap;
}
}
}
}
Sign in to Marketo using Zoho CRM credentials
Once you complete the Single Sign on configuration mentioned above, follow the steps below to perform the Zoho single sign on.
- Copy the IdP Login URL from Marketo Extension's Details page and paste this link in a browser window and append ?idpInitiated=true to it.
For example, if your IdP login URL is https://platform.zoho.com/auth/samllogin/2247998000000137035 copy this link and paste it in a browser window and append ?idpInitiated=true to it. Thus the final Login URL will https://platform.zoho.com/auth/samllogin/2247998000000137035?idpInitiated=true. - This will take you to the Zoho Single Sign On page.
- Provide your Zoho CRM login credentials. Upon validation, you will be redirected to your Marketo account.
Uninstall the Marketo Extension
You can uninstall the Marketo Extension extension whenever you wish to. Remember that deleting this extension will delete all its associated data.
To uninstall Marketo Extension
- Click Setup > Marketplace > All.
All the installed extensions are listed. Under All Marketplace you can view all the extensions supported in CRM. - Browse for Marketo Extension and click the corresponding Uninstall link.
- Click OK to confirm.
The extension will be uninstalled.
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