BuyerAssist + Marketo

BuyerAssist + Marketo integrations

Create BuyerAssist contacts from new Marketo leads

Effortlessly manage your leads by connecting Marketo to BuyerAssist. With this workflow, whenever a new lead is added in Marketo, a contact will be created in BuyerAssist, streamlining your sales process and ensuring a seamless transition between marketing and sales teams. Save time and improve efficiency by eliminating manual data entry and maintaining up-to-date information across both platforms.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact
ActionWrite

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More things you can do with Marketo and BuyerAssist

Discover other triggers and actions you can use with Marketo and BuyerAssist

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
Instant
Try It
New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Trigger
Instant
Try It
New Task
Triggered when a new task is created in Mutual Success Plans.
Trigger
Instant
Try It
Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Trigger
Instant
Try It
- MSP ID
  Required
- Notes ID
  Required
- Comment
  Required
Action
Write
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Write
- Template ID
- Company Id
- Company name
  Required
- Display name
  Required
- Opportunity/Deal Id
- Mutual Success Plan Name
  Required
- Mutual Success Plan Start Date
  Required
- Mutual Success Plan Close Date
  Required
Action
Write
- MSP ID
  Required
- Milestone ID
  Required
- Task Name
  Required
- Task Due Date
  Required
- Task Description
  Required
- Is Internal
Action
Write
- Company ID
  Required
- Company Name
- Display Name
Action
Write
- Opportunity ID
  Required
- Opportunity Name
  Required
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task ID
  Required
- MSP ID
  Required
- Task Status
  Required
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- MSP ID
  Required
- Milestone Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- User Email
  Required
Action
Search
- OPP ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Search or write
- MSP ID
  Required
- Milestone Name
  Required
- Milestone Template ID
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Search or write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
New Assignee
Triggered when User Add or Update Task assignee.
Trigger
Instant
Try It
New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Trigger
Instant
Try It
New Contact
Triggered when a new contact is created in BuyerAssist.
Trigger
Instant
Try It
Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
Try It
- Company Name
  Required
- Source ID
- Source System
  Required
- External ID
Action
Write
- MSP ID
  Required
- Milestone Template ID
- Milestone Name
  Required
- Milestone Start Date
  Required
- Milestone End Date
  Required
- is Internal
  Required
Action
Write
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company ID
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Contact ID
  Required
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP ID
  Required
- Task ID
  Required
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact ID
  Required
- Email
- First Name
- Last Name
Action
Write
- Search property name
  Required
- Search property Value
Action
Search
- Search property name
  Required
- Search property Value
Action
Search
- External Company ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- MSP ID
  Required
- Milestone ID
  Required
Action
Search
- MSP ID
  Required
Action
Search
- External Opportunity ID
  Required
Action
Search
- MSP ID
  Required
- Task ID
  Required
Action
Search
- Search property name
  Required
- Search property Value
- Company ID
  Required
- Email
- First Name
- Last Name
- Title
- Source ID
- Source System
  Required
Action
Search or write
- Search property name
  Required
- Search property Value
- Opportunity Name
  Required
- Account ID
  Required
- Stage Name
- Amount
- Description
- Close Date
- Source System
  Required
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

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Related categories

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About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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