Connect Marketo and Sales Insight

Let’s tie your Marketo instance to Sales Insight in Dynamics. Here is how:

NOTE
Admin Permissions Required
  1. Log into Marketo and go to the Admin section.

  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. Back in Microsoft Dynamics, click the icon next to Settings, then select Marketo API Config in the dropdown.

  5. Click Default Configuration.

  6. Enter the information that you copied from Marketo earlier.

  7. Click the icon in the bottom right corner to save the changes.

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