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:
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.
Step 2: Connect Marketo with Storylane
Contact Support: Reach out to your sales contact or support team to set up the integration.
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
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
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:
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.
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.
By following these steps, you can integrate Storylane with Marketo to enhance lead tracking and demo engagement insights effortlessly.
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