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Marketo

Learn how you can push data about visitors engaging with your RepX agent into Marketo

RepX integrates with Marketo, pushing useful information about conversations your website visitors have had into RepX. This includes

  • creating and updating leads and contacts in Marketo when visitors share their emails in conversations

  • logging the full conversation transcript and summary as custom activities in the lead and contact records

Setting up RepX - Marketo integration

Pre-requisites to take care of, before you connect Marketo with RepX:

  • If you've already connected Marketo with Demo Suite, make sure to have 1 additional custom activity available. This one additional activity is what RepX will use.

  • If you plan to connect Marketo with Demo Suite later, make sure to have 2 custom activities in total available (one for RepX, one for Demo Suite to consume)

  • 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

Connecting and configuring Marketo with RepX

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  1. Access the Marketo Integration section in your Storylane dashboard under Settings > Integrations.

  • Access the Marketo Integration section in your Storylane dashboard under Settings > Integrations.

  • Click the Connect button.

  • Storylane's Support team 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

Conversation data in Marketo

RepX automatically syncs conversation data to Marketo under custom fields. Here's the data included:

Field name
Description

Storylane RepX total messages count

The total number of messages in a conversation

Storylane RepX last conversation at

Timestamp of the most recent conversation

Storylane RepX conversation topics

List of topics that were discussed in the conversation

Custom activities in Marketo

Each RepX conversation also creates a custom activity in Marketo. This activity includes the conversation transcript and more information about the lead. Here's a sample custom activity:

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