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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

  1. Contact Support: Reach out to your sales contact or support team to set up the integration.

  2. 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

  3. 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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