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Marketo + Method CRM

Add new Marketo leads to Method CRM as contacts in existing entities

Effortlessly manage your sales pipeline by connecting Marketo and Method CRM. With this workflow, every time a new lead is added in Marketo, it will seamlessly be added as a contact to an existing entity in Method CRM. This automation not only saves time but also ensures all lead information is organized and up-to-date, enhancing your overall lead management process.

Effortlessly manage your sales pipeline by connecting Marketo and Method CRM. With this workflow, every time a new lead is added in Marketo, it will seamlessly be added as a contact to an existing entity in Method CRM. This automation not only saves time but also ensures all lead information is organized and up-to-date, enhancing your overall lead management process.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Method CRMMethod CRM
    Add Contact to Existing Entity

    Adds a new contact to an existing entity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form

    Trigger
    Scheduled
    Try It
  • Marketo triggers, actions, and search

    New Program

    Triggers when a new program is created.

    Trigger
    Scheduled
    Try It
    • ListRequired

    • LeadRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Partition

    Action
    Write
    • E-Mail AddressRequired

    • Additional fields to retrieve

    Action
    Search
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marketo logo

About Marketo

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

Related categories

  • Marketing Automation

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About Method CRM

Method CRMâ„¢ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

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