Connect Marketo and Salesforce to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Marketo to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Marketo with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Submission" from Marketo.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Marketo and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Program
Triggers when a new program is created.
Try ItTriggerPolling - List
- Additional Fields
Try ItTriggerPolling- External Company IDRequired
ActionWrite
- List
- Additional Fields
Try ItTriggerPolling- Zap_id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Try ItTriggerInstant- ListRequired
- LeadRequired
ActionWrite- Partition
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Marketo and Salesforce
Sync new Salesforce contacts with Marketo leads.
Each time a new contact is created in Salesforce, Zapier automatically creates a corresponding lead in Marketo. This links key customer insights between marketing and CRM systems, driving effective campaigns and stronger relationships.
Business OwnerAdd new leads from Marketo to Salesforce.
When a new lead is created in Marketo, Zapier creates a matching lead in Salesforce. This ensures Marketing and Sales teams work with unified lead data, improving response timelines and lead management.
Marketing & Marketing OpsKeep Salesforce updated with lead changes from Marketo.
Every time an existing lead is updated in Marketo, Zapier updates the corresponding lead record in Salesforce. This keeps lead information consistent and enables Sales teams to make informed decisions based on the latest data.
Sales OpsLearn how to automate Marketo on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Marketo + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Marketo and Salesforce
How do I set up triggers for the Marketo and Salesforce integration?
To set up triggers for Marketo and Salesforce integration, you should navigate to the 'Triggers' section in your workflow platform. Here, you can specify events in Marketo, such as lead updates or new entries, as triggers that will initiate actions in Salesforce like adding or updating a contact.
What specific actions can be automated between Marketo and Salesforce?
In our integration setup, you can automate actions such as creating or updating leads and contacts, transferring data from Marketo forms to Salesforce records, and triggering follow-up tasks based on campaign responses.
How can we ensure data consistency between Marketo and Salesforce during integration?
Data consistency is managed by verifying mapping settings during setup. Make sure that fields in Marketo correspond accurately with those in Salesforce. We also recommend setting up regular sync intervals to keep both platforms updated.
Are there any limitations of syncing data from Marketo to Salesforce?
One limitation could be the API calls usage limit. Each action like creating a lead or updating a record counts toward this limit. Evaluating your plan's restrictions is essential to avoid sync issues.
Can custom fields be synced between Marketo and Salesforce?
Yes, while integrating we allow custom field mapping so that unique business attributes are correctly transferred between Marketo and Salesforce without loss of data integrity.
Is it possible to trigger actions in Salesforce based on specific activities recorded in Marketo?
Absolutely, activities such as email clicks or form submissions logged in Marketo can trigger custom workflows within Salesforce. This seamless interaction ensures timely follow-up on key marketing triggers.
What steps should we take if an error occurs during the integration process between Marketo and Salesforce?
If you encounter an error during integration, first check your connection settings in both applications. Ensure API credentials are correct, then review log messages for specific error codes that guide troubleshooting steps.
