Accessing Your New Sales Connect Instance

NOTE

Admin permissions required.

Once Sales Connect has been purchased, a new integration page will appear in your Marketo instance. Use this page to invite your first user and provision their Sales Connect instance.

  1. In Marketo, click Admin.

  2. Click Sales Connect.

  3. Select from a list of Marketo admins to invite and click Send Invite.

The user will receive an email with steps to get access to the Sales Connect account.

NOTE

Additional users will not be added through Marketo and will instead be added through Sales Connect’s User Management page. Click here to learn more about adding additional users.

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