Marketo

Storylane integrates seamlessly with Marketo, enabling you to:

• 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.

You must have admin level permissions to connect any integrations within Storylane

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)

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

(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.

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Step 2: Connect Marketo with Storylane

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?

⚠️ 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.

Custom Properties

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

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

Property Name	Applies To	Description	Data Type
Storylane Sessions	Demo + Hub	Total number of sessions (applies to both single demos and Hubs)	Integer
Storylane Demo Name	Demo	Name of the most recently viewed demo	String
Storylane Demo Viewed At	Demo	Timestamp of the most recent demo view	DateTime
Storylane Demo Time (secs)	Demo	Time spent viewing the demo (seconds)	Number
Storylane Demo Complete (%)	Demo	Percentage of demo steps completed	Number
Storylane Demo Link	Demo	Link to the demo	String
Storylane CTA Clicked	Demo + Hub	CTA URL clicked	String
Storylane Demo Session Link	Demo	Link to the specific demo audience session	String
Storylane Buying Intent	Demo + Hub	Engagement-based intent level (Low / Medium / High)	String
Storylane Lead Source	Demo + Hub	How the viewer was sourced (e.g. Nurtured, Inbound, Sales)	String
Storylane Hub Name	Hub	Name of the Hub that was viewed	String
Storylane Hub Link	Hub	Link to the Hub	String
Storylane Hub Viewed At	Hub	Timestamp of the most recent Hub view	DateTime
Storylane Hub Viewed Content (%)	Hub	Percentage of Hub content viewed	Number
Storylane Hub Time (secs)	Hub	Total time spent in the Hub (seconds)	Number
Storylane Link Sent By	Demo + Hub	Rep who shared link	String
Storylane RepX Conversation Topics	RepX	Topics discussed with AI agent	String
Storylane RepX Last Conversation At	RepX	Timestamp of last RepX chat	DateTime
Storylane RepX Total Messages	RepX	Count of RepX messages exchanged	Number

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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.

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