# Marketo

* Sync demo data with existing leads.
* Automatically create new leads if they don’t exist.
* Log demo session activity on the Marketo timeline.
* Capture leads directly via Marketo forms.

{% hint style="warning" %}
You must have **admin** level permissions to connect any integrations within Storylane
{% endhint %}

Follow these step-by-step instructions to set up the integration:

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## **Step 1: Add the Storylane Code to Your Website (Optional)** <a href="#step-1-add-the-storylane-code-to-your-website-optional" id="step-1-add-the-storylane-code-to-your-website-optional"></a>

This step enables lead attribution tracking. Add the following code snippet to the `<head>` tag of your website:

```javascript
(function(){"use strict";function e(t){const r=t.head;if(!r)return;const i=t.querySelector('script[src="https://js.storylane.io/js/v2/storylane.js"]'),n=t.querySelector('script[src="https://js.storylane.io/js/v1/storylane.js"]');if(i||n)return;const s=t.createElement("script");s.type="text/javascript",s.async=!0,s.src="https://js.storylane.io/js/v2/storylane.js",r.appendChild(s)}e(window.document)})();
```

> 💡 Learn more about lead attribution [here](https://docs.storylane.io/storylane-knowledge-base/tracking-and-analysing/lead-attribution).

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## **Step 2: Connect Marketo with Storylane**

{% @storylane/embed subdomain="app" linkValue="4qiydc3vwvzz" url="<https://app.storylane.io/share/4qiydc3vwvzz>" %}

1. Access the **Marketo Integration** section in your Storylane dashboard under **Settings > Integrations**.
2. Click the **Connect** button.
3. **Prepare for Integration:**
   * Ensure you have **1 free Custom Activity** available (required).
   * Assign the correct API user during setup. The user must have the following permissions:
     * Read-Write Activity
     * Read-Write Activity Metadata
     * Read-Write Person
     * Read-Write Schema Custom Field
     * Read-Write Schema Standard Field
4. **Configure Marketo:**
   * Support will provide a secure URL for configuration.
   * Open the URL and click **Configure Marketo.**
   * Enter the required credentials:
     * Client ID
     * Client Secret
     * Endpoint URL
     * Identity URL

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### **What Data Does Storylane Sync to Marketo?**

{% hint style="warning" %}
⚠️ *Important:* Do not manually create lead fields in Marketo. Storylane automatically creates the necessary fields with the correct API names when you connect your account. Manual creation may result in broken integrations.
{% endhint %}

#### **Custom Properties**

Storylane automatically syncs demo data to Marketo under custom fields. Here's the data included:

| **Property Name**                  | **Description**                    | **Data Type** |
| ---------------------------------- | ---------------------------------- | ------------- |
| Storylane Demo Name                | Last demo viewed                   | String        |
| Storylane Demo Viewed At           | Last demo view timestamp           | DateTime      |
| Storylane Demo Time (secs)         | Time spent on demo (seconds)       | Number        |
| Storylane Demo Complete (%)        | Percentage of steps completed      | Number        |
| Storylane Demo Link                | Link to the demo                   | String        |
| Storylane Demo CTA Clicked         | CTA URL clicked                    | String        |
| Storylane Demo Checklist Completed | Indicates if the checklist is done | Boolean       |
| Storylane Demo Sessions            | Total number of demo sessions      | Integer       |

Here’s a reference showing how this data appears for your lead in Marketo.

<figure><img src="https://content.gitbook.com/content/2sKIxGF28KpCOEu2HGiB/blobs/qvQ0Q5NJQKPAuMGB9MSr/andy__sur_-_Storylane_-_118_new_items_-_Slack.png" alt=""><figcaption></figcaption></figure>

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#### **Custom Activities**

Each demo session creates a custom activity in Marketo. This includes detailed demo engagement data for the lead.

Here’s a reference showing how this activity looks in Marketo.

<figure><img src="https://content.gitbook.com/content/2sKIxGF28KpCOEu2HGiB/blobs/7uDgIcoIs337PB49CBdR/andy__sur_-_Storylane_-_121_new_items_-_Slack.png" alt=""><figcaption></figcaption></figure>

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By following these steps, you can integrate Storylane with Marketo to enhance lead tracking and demo engagement insights effortlessly.
