Marketo

Create new leads and send demo analytics to Marketo

Storylane directly integrates with Marketo. With the integration, you can:

• Create new leads

• Update demo analytics for leads

• Create timeline activity of demo session for leads

Capturing Leads

There are few ways in which you can identify new leads. You can refer the article on Lead Tracking to learn more

How to Integrate

• To get started, reach out to your sales contact or support team for Marketo Integration

• Double-Check the following items before integration:

  • ❗️You 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 Data Does Storylane Send To Marketo?

Important:

As long as you have 1 free Custom Activity, you do not need to create any new Custom Activities or Custom Fields! Once the integration between Marketo and Storylane is successful, the following Custom Fields and Custom Activities will automatically begin coming over

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

Here’s the reference on how the data will show for your lead in Marketo.

Here’s the reference on how this activity looks in Marketo