<aside> 💡 The bi-directional integration with Marketo enables you to import Contact/Account data into Recotap as well as export Contact & Account insights to Marketo.
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Integration of Marketo and Recotap will enable one-way or two-way data sync between the two systems. In order to integrate Marketo and Recotap, please follow the steps below:
You will see a list of Apps under the CRM tab that can be integrated with Recotap. Click the Install button under the Marketo card.
Enter the Identity URL, Client ID & Client Secret from your Marketo account & click on Verify.
<aside> 💡 The Identity URL, Client ID & Client Secret can be found from your Marketo, please follow the steps listed here or contact your Marketo administrator.
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After completing the above steps, you will establish a connection between Marketo and Recotap.
Once the Marketo Identity URL, Client ID & Client Secret is verified, the sections to configure various rules for importing and exporting data will be visible.
The rules so configured will let you import relevant Accounts, and the associated Contacts, into Recotap to create Audience segments. You can also export Recotap generated insights like engagement score and last engagement date to Marketo from Recotap.