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6 ways to automate Marketo

By Jasmine Williams · November 30, 2022

Marketo is marketing automation software that can help you engage leads and customers at the right time with the right message. By combining behavioral data, automation, and analytics, you can use Marketo to deliver highly-personalized and measurable customer experiences—automatically and at scale. 

But creating and managing automated marketing campaigns can still require some manual labor, like adding and updating lead information or checking your dashboard for new prospects. With Zapier, you can streamline many of these processes to free up more time to create innovative marketing campaigns your customers will love. 

Note: Marketo is a premium app—available on Zapier's paid plans. Learn more about premium apps.

Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Automatically add leads to Marketo

Having a single source of truth for lead data is essential for a well-run marketing campaign. But leads can come in from a variety of sources and teams. Use automation to consolidate lead info in one place, so your entire marketing department stays in sync.

From your CRM

From customer contact information to call notes and emails, a customer relationship manager (CRM) allows you to see exactly how a lead or client has engaged with your company and leverage those insights to deliver better service. But when you connect your CRM to a marketing automation tool like Marketo, you'll be able to use all those customer insights to create personalized marketing content with little manual effort.

For example, instead of downloading your CRM data and manually inputting it into Marketo, you can use Zapier to automate the whole process. No more worrying about what marketing messages to send your new leads, what to include, or when to send them. Zapier and Marketo will cover all your bases.

Create or update leads on Marketo from new people added in UPilot

  • UPilot logo
  • Marketo logo
UPilot + Marketo
More details
    Looking to automate your marketing with Marketo whenever a new person is added into UPilot? With this UPilot Zapier integration with Marketo, every time a new person is added to UPilot, Zapier will automatically add the person to Marketo as a lead as well. If the lead already exists in Marketo, it will be automatically updated with the latest information.

    From forms or ads

    If somebody takes the time to fill out an inquiry form or click on an ad, you don't want to keep them waiting. The faster you respond to your leads, the higher your chances of converting them. 

    As your business grows and your lead numbers increase, you need the right tools to keep pace and prevent bottlenecks. For example, Zapier can automatically import your form and ad contacts into Marketo. With this workflow, you can maintain the same speedy response times regardless of how many inquiries you get. 

    Create or update leads on Marketo from new Typeform entries

    • Typeform logo
    • Marketo logo
    Typeform + Marketo
    More details
      If your customer response volume is growing, your processes need to scale with it. Automate your lead capture by setting up this integration and you'll always keep up. This Zap will trigger with every new entry on Typeform, either creating a new lead on Marketo or updating one that already exists.

      Copy new Facebook Lead Ads leads into Marketo

      • Facebook Lead Ads logo
      • Marketo logo
      Facebook Lead Ads + Marketo
      More details
        When your Facebook Lead Ads are successful, the last thing you want is a bottleneck because you can't reach out to new prospects in time. Zapier can help with that—set up this automation, and we'll automatically import every new Facebook lead you capture into Marketo, updating their details if they've already been added​ in the past.

        Create leads on Marketo for new Google Ads leads

        • Google Ads logo
        • Marketo logo
        Google Ads + Marketo
        More details
          You want to spend time connecting with your new leads right away, not manually importing them into your tools. Use this integration to do the importing for you. Whenever you get a new lead from Google Ads, Zapier will automatically send that lead’s data to Marketo.

          Create Marketo leads from new form submissions in Gravity Forms

          • Gravity Forms logo
          • Marketo logo
          Gravity Forms + Marketo
          More details
            This integration creates Marketo leads from new form submissions in Gravity Forms.

            Add LinkedIn Lead Gen leads to Marketo

            • LinkedIn Ads logo
            • Marketo logo
            LinkedIn Ads + Marketo
            More details
              Ensure all of your leads are added to your marketing automation tool. With this Zap, new leads from LinkedIn Lead Gen forms will automatically be added to Marketo. Make sure your leads get the right outreach automatically.

              From booking apps

              Your leads and customers are busy people, so if they're willing to get on a call to chat with you, you don't want to lose touch with them. Even if they're not ready to convert immediately, re-engaging old leads is always easier than marketing to new ones. 

              With automation, you can ensure your warm leads don't fall through the cracks. Use the following workflows to automatically add these contacts to Marketo so you can send them automated and personalized follow-ups, nurture campaigns, and more. 

              Capture Marketo leads from new Calendly events

              • Calendly logo
              • Marketo logo
              Calendly + Marketo
              More details
                Calendly lets your prospects set up events with you even when you're too busy to respond immediately, but what does your marketing do until the time comes? Set up this automation and we'll make sure your workflows engage new prospects right away: It will trigger whenever someone creates a new appointment with you on Calendly, automatically logging all their details into Marketo (or updating any new ones) so your outreach can begin.

                Capture Marketo leads from new OnceHub bookings

                • OnceHub logo
                • Marketo logo
                OnceHub + Marketo
                More details
                  Each new booking is an opportunity. Capture them all without letting your focus stray by activating this integration. From that point on, it will trigger with every new booking detected on OnceHub, adding a lead to Marketo for every new one you receive.

                  Create or Update Marketo leads from new appointments in CatchApp Bookings

                  • CatchApp Bookings logo
                  • Marketo logo
                  CatchApp Bookings + Marketo
                  More details
                    This integration helps automate the process of creating or updating leads in Marketo for new appointments booked in CatchApp Bookings calendar.

                    From spreadsheets or database apps

                    Spreadsheets can track basic contact information like your leads' and customers' names, email addresses, and phone numbers. But as your business grows, manually inputting your spreadsheet data into a marketing tool can really slow you down.

                    This workflow will automatically add your spreadsheet contacts to Marketo, putting your process on autopilot. 

                    Create or update Marketo leads with new rows from Google Sheets

                    • Google Sheets logo
                    • Marketo logo
                    Google Sheets + Marketo
                    More details
                      You can't beat spreadsheets for quick and easy contact sorting, but once you qualify with those leads, you'll want some real marketing power. Make the transition seamless by setting up this automation. Every new row you add on Google Sheets will then be copied over to Marketo, where a new lead will be created or updated from the information.

                      Get instantly notified of new leads

                      Tired of checking your Marketo account for new leads? Instead of jumping from app to app, you can get Zapier to send you a new lead notification. 

                      For example, you can create a workflow to send a new lead message to a Slack channel, so your entire team can see your lead-generation efforts. And if you or your team are frequently on the go, you can get SMS alerts sent to your phone or a shared number. 

                      Post new Marketo leads to a Slack channel

                      • Marketo logo
                      • Slack logo
                      Marketo + Slack
                      More details
                        Want your team to jump when a hot new prospect comes in? Set up this integration and we'll pipe everything into chat: It will trigger with every new lead you add on Marketo, posting their details to any Slack channel so the team can react instantly.

                        Get SMS alerts for new Marketo leads

                        • Marketo logo
                        • SMS by Zapier logo
                        Marketo + SMS by Zapier
                        More details
                          You're not always going to be by your desk to check in on leads, but you can stay on top of things with a little Zapier automation instead. Activate this integration and we'll send you an SMS message every time a new lead is added on Marketo, so you never wonder how those prospects are coming along.

                          Provide notifications via MessageMedia SMS as new leads are created in Marketo

                          • Marketo logo
                          • MessageMedia SMS logo
                          Marketo + MessageMedia SMS
                          More details
                            Upon creation of a new Marketo lead, use MessageMedia SMS to automatically notify the relevant stakeholder via text. Be notified in real-time as leads come through, so you know how your campaign is doing.

                            Send SMS messages via GatewayAPI for new leads in Marketo

                            • Marketo logo
                            • GatewayAPI SMS logo
                            Marketo + GatewayAPI SMS
                            More details
                              Tired of keeping track of new leads in Marketo? With this Zapier template, you will get notified about a new lead automatically via a GatewayAPI SMS message. Never miss out on a potential customer!

                              Keep track of offline conversions

                              Suppose a customer fills out a survey in your store on an iPad or a lead gives you their business card. They won't receive your marketing messages from Marketo unless you manually input them into your system.

                              Fortunately, the following workflows can make this process a lot more efficient. With these Zaps, you can quickly bring all of your offline leads into Marketo so you can re-engage them through your digital marketing channels. 

                              Add new leads from QuickTapSurvey to Marketo

                              • QuickTapSurvey logo
                              • Marketo logo
                              QuickTapSurvey + Marketo
                              More details
                                If you use Marketo in your organization, it's important that all of your leads are added in one place. When you activate this automation any new leads captured by QuickTapSurvey will also be added to Marketo automatically.

                                Add contacts to a Google Ads customer list for new leads on Marketo

                                • Marketo logo
                                • Google Ads logo
                                Marketo + Google Ads
                                More details
                                  Got a new contact? Make sure they are on your list to receive the most relevant advertising. Zapier makes that easy. Just set up this integration and your customer match lists will be updated from Marketo.

                                  Create or update Marketo leads from new scanned cards in Covve Scan

                                  • Covve Scan logo
                                  • Marketo logo
                                  Covve Scan + Marketo
                                  More details
                                    Copying contact details from one source to another requires valuable time and might introduce errors in the process. This Zapier integration will take this pain away by automatically creating a lead in Marketo for every new scan that you complete in Covve Scan.

                                    Add Marketo leads from new Sansan business cards

                                    • Sansan logo
                                    • Marketo logo
                                    Sansan + Marketo
                                    More details
                                      Save time by letting automation generate client records from cards you scan. After you turn on this integration, it will create a new contact on Marketo whenever a new card is scanned with Sansan, making sure you have all their data where you need it.

                                      Back up your lead and customer data

                                      Having all your business contacts in a central location can be convenient, but it's always a good idea to have a backup. With automation, you don't have to duplicate your efforts to make this happen. These simple workflows automatically send your new lead data to a spreadsheet or database app, so you always have a copy. 

                                      Add new Marketo leads to Excel

                                      • Marketo logo
                                      • Microsoft Excel logo
                                      Marketo + Microsoft Excel
                                      More details
                                        Your business intelligence is only as good as the data you feed it. Save time by avoiding manual imports with this Marketo-Excel integration. Every new lead you add on Marketo will trigger the automation, logging every detail into an Excel spreadsheet as a new row.

                                        Add rows in Google Sheets with new Marketo leads

                                        • Marketo logo
                                        • Google Sheets logo
                                        Marketo + Google Sheets
                                        More details
                                          Tracking prospects will help your sales, but endless spreadsheet formatting will ruin your productivity. Give things a boost by using this integration to automatically create a new row in a specified Google Sheets spreadsheet when a new Marketo lead is created. Enjoy click-free layout management so that you can stay focused on engaging prospects.

                                          Create Trello cards for new Marketo leads

                                          • Marketo logo
                                          • Trello logo
                                          Marketo + Trello
                                          More details
                                            Don't let a single lead fall through the cracks; set up this automation and we'll help you take action on every one. It will trigger with every new lead added to Marketo, automatically setting up a card for them on any Trello list so you can go through each one with time.

                                            Align your customer service, sales, and marketing teams

                                            Your marketing team may run on Marketo, but what about your customer service or sales teams? If they're engaging with prospects via phone, email, or other tools, you'll want to bring them into your marketing automation tool to reach them later. 

                                            These workflows will pipe data from these other places into Marketo, so all your teams have a complete picture of your leads and customers' touchpoints with your company.

                                            Add new leads from Drift to Marketo

                                            • Drift logo
                                            • Marketo logo
                                            Drift + Marketo
                                            More details
                                              If your marketing team runs on Marketo, it's important that all of your leads are added in one place. So what about all the emails that come from Drift? Activate this automation, and Zapier will catch them all. From then on, any new lead that's created in Drift will also be added to Marketo, saving you the trouble of ever importing again.

                                              Create new leads in Marketo from Instabot conversations

                                              • Instabot: Chatbot Platform logo
                                              • Marketo logo
                                              Instabot: Chatbot Platform + Marketo
                                              More details
                                                Engaging your visitors in a timely manner is key to following up. After this integration is configured, new conversations from Instabot will be automatically added to Marketo as new leads, allowing you to automate your follow up and save time.

                                                Add or update Marketo leads from new labeled emails on Gmail

                                                • Gmail logo
                                                • Marketo logo
                                                Gmail + Marketo
                                                More details
                                                  Sometimes your best prospects come in via email, outside the normal channels. That doesn't mean they're any harder to track. Activate this integration, and it'll be a simple matter of labeling all the emails you want. Zapier will then create a new lead on Marketo from every new message you label, updating their details if they're already in your system.

                                                  Create new leads in Marketo when chats begin on Comm100

                                                  • Comm100 logo
                                                  • Marketo logo
                                                  Comm100 + Marketo
                                                  More details
                                                    Usually, you would fill up your Marketo database manually with information gathered via phone call or email. Use this integration to automatically add leads to Marketo when new chats begin on Comm100.

                                                    Connect Marketo to almost any app

                                                    Zapier connects with thousands of apps, but what if you want to send Marketo data to an app that doesn't have a Zapier integration? We can help you out with that too. With Webhooks by Zapier, you can automatically connect Marketo to almost any app. 

                                                    For example, maybe you're currently tracking your leads in a spreadsheet tool that doesn't have a direct Zapier integration with Marketo. Instead of manually copying and pasting data from one app to the other, you can create a webhook that automatically looks for new entries and pushes them over to Marketo. Use this Zap to get started:

                                                    Update Marketo leads from new webhooks

                                                    • Webhooks by Zapier logo
                                                    • Marketo logo
                                                    Webhooks by Zapier + Marketo
                                                    More details
                                                      Keeping your lead data up to date can mean hours of tedious data entry. Cut down on that time and effort by using this integration to automatically create or update Marketo leads as soon as a new webhook is received at a specified URL. Effortlessly prep your lists to engage customers and prospects so that you can focus on your primary tasks.

                                                      Learn more about webhooks and how to use them with Zapier.

                                                      Supercharge your marketing efforts with automation

                                                      Personalized and timely marketing communication will help you build trust with your audience, attract quality leads, and convert them into loyal customers. 

                                                      But as your business grows, you can use marketing automation tools like Marketo to deliver the same individualized marketing experiences to a mass audience. And you can boost efficiency even more when you add Zapier to the mix. 

                                                      Replacing many of your routine marketing and data management tasks with automated workflows will allow your marketing team to focus on what they do best—creating content and campaigns that will drive next-level growth for your organization. 

                                                      This is just the start of what you can do with Zapier and Marketo. Get started building a Zap today.

                                                      Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

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                                                      A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'