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Marketo + UPilot

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

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.

Note: This integration doesn't create Marketo leads for already existing people in UPilot, but only new ones added after you've set it up

How this UPilot-Marketo integration works

A new person is added in UPilot
Zapier automatically creates a new lead in Marketo or updates the lead if it already exists

Apps involved

UPilot
Marketo

When this happens...
New PersonTriggers when a new person is created.
TriggerInstant
automatically do this!
Create or Update LeadCreates or Updates a lead.
ActionWrite

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More things you can do with UPilot and Marketo

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

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- 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 Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- 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

About Marketo

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

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Marketing Automation

Premium

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About UPilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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