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Outline

This article gives an overview of the user sync options available through the Marketo integration and provides guidance and resources for creating a webhook in Marketo to create users in the Intellum platform.

Heads up!

For assistance locating Marketo account information or completing any steps in Marketo, reference Marketo's Product Documentation or contact Marketo support.

User Sync options


After successfully connecting Intellum to Marketo, you are given access to enable user sync options for the integration:

  • Marketo to Intellum User Sync
  • Intellum to Marketo User Sync

Click Edit Connection Settings to access, enable, and configure user sync options:

Marketo to Intellum User Sync


The Marketo to Intellum user sync sends Marketo leads and lead updates to Intellum as they are created or updated in the Marketo platform. Intellum will create new users or update existing users based on the user mapping fields you set up for the integration and a trigger set up in Marketo.

Before enabling this option, you need to set create a webhook in Marketo that will push users to Intellum. You'll follow up by connecting that webhook to a Smart Campaign in Marketo to trigger user creation in the Intellum platform.

Create a webhook in Marketo

Follow these steps to create a webhook in Marketo using the Webhook configuration information from the Intellum platform:

  1. Log in to Marketo and navigate to Admin>Integration>Webhooks.
  2. Click New Webhook.
  3. Fill in the form to create a new webhook:
    1. Copy the URL from Intellum and paste it into the New Webhook field in Marketo
    2. Copy the Template snippet in Intellum and paste it into the Template field in Marketo
    3. Set Response Token Encoding to JSON.
    4. Set Response Format to JSON.
  4. Click Create.

Add a Smart Campaign & trigger for webhook

  1. In Marketo, navigate to Marketing Activities.
  2. Click New and select New Smart Campaign.
  3. Fill in the New Smart Campaign form and click Create.
  4. Select Smart List and add a Trigger  (e.g. Person is Created).
  5. Select Flow and add Call Webhook.
  6. Use the dropdown to select the webhook you created.
  7. Select Schedule and click Activate.

Enable the Marketo to Intellum User Sync

  1. Navigate to the Marketo integration on the Apps tab in account Settings.
  2. Click Edit Connection Settings.
  3. Scroll to find the Marketo to Intellum User Sync.
  4. Click On to enable the sync option.

Intellum to Marketo User Sync


The Intellum to Marketo user sync sends Intellum users and user data to Marketo as they are created or updated in the Intellum platform. Marketo will either update existing leads or create new leads, based on the user mappings set up for the integration.

Enable the Intellum to Marketo User Sync

  1. Navigate to the Marketo integration on the Apps tab in account Settings.
  2. Click Edit Connection Settings.
  3. Scroll to find the Intellum to Marketo User Sync.
  4. Click On to enable the sync option.

When enabled, the Intellum platform will display the date and time of the next sync.

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