Connect Marketo and Sales Insight

NOTE
Admin Permissions Required
  1. Log in to Marketo and click Admin.

  2. Under the Sales Insight section click Edit API Configuration.

  3. Copy the Marketo Host, API URL, and API User Id for use in a later step. Enter an API Secret Key of your choice and click Save.

    CAUTION
    Don’t use an ampersand (&) in your API Secret Key.

    NOTE
    The following fields must be synced with Marketo for both Lead and Contact for Sales Insight to work:
    • Priority
    • Urgency
    • Relative Score
    If any of these fields are missing, you will see an error message in Marketo with the name of the missing fields. To fix this, perform this procedure.
  4. Go back to Dynamics, select Settings.

  5. Select Marketo API Config in the tree.

  6. Click Default Configuration.

  7. Enter the information you took from Marketo earlier.

  8. Click Save.

Previous pageDownload the Marketo Sales Insight Solution for Microsoft Dynamics
Next pageInstall and Configure Marketo Sales Insight in Microsoft Dynamics 2013

Marketo Engage