Marketo
Storylane directly integrates with Marketo. With the integration, you can:
Sync demo data with existing leads
Automatically create new leads if they donβt already exist
Create timeline activity of demo session for leads
Lead Capturing
There are a few ways in which you can identify new leads. You can refer to the article on Lead Tracking to learn more.
Set up the Integration
Step 1: Install Storylane code on your website <head> tag for lead attribution tracking.
π‘ Read more about lead attribution here.
Step 2: Then reach out to your sales contact or support team for Marketo Integration
Double-check the following items before integration:
βYou must have 1 free Custom Activity for this to work.
You will not create any custom activities or custom fields - Storylane will handle everything as long as you have 1 free Custom Activity.
Be sure you are prepared to assign the correct API user when creating the new service
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
Support will send you a secure URL to connect your Marketo account. Once you open the URL and click on the "Configure Marketo" button, you will be prompted to provide these details ->
(client-id, client-secret, endpoint-url, and identity-url)
Complete This Demo Before Integrating:
What Demo Data Does Storylane Send To Marketo?
Custom properties
Storylane Demo Name
- last viewed demo
type: String
name: sl_last_demo_name
Storylane Demo Viewed At
- when the demo was viewed last
type: DateTime
name: sl_last_demo_at
Storylane Demo Time (secs)
- time spent in seconds
type: Number
name: sl_last_demo_time_secs
Storylane Demo Complete (%)
- percent of steps completed
type: Number
name: sl_last_demo_completion_percent
Storylane Demo Link
- link to the demo
type: String
name: sl_last_demo_link
Storylane Demo CTA Clicked
- CTA url clicked by user
type: String
name: sl_last_demo_cta
Storylane Demo Checklist Completed
- checklist of features completed
type: Boolean
name: sl_last_demo_checklist_completed
Storylane Demo Sessions
- total count of demos sessions by the lead
type: Integer
name: sl_demo_sessions
Hereβs the reference on how the data will show for your lead in Marketo.
Hereβs the reference on how this activity looks in Marketo
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