Actionstep + Marketo

Create matters in Actionstep for new Marketo leads

Efficiently manage new leads from Marketo by automatically creating matters in Actionstep with this seamless workflow. As soon as a new lead is generated in Marketo, a corresponding matter will be created in Actionstep, ensuring timely action and streamlined lead management. Stay organized and boost productivity with this simple, yet effective automation.

Efficiently manage new leads from Marketo by automatically creating matters in Actionstep with this seamless workflow. As soon as a new lead is generated in Marketo, a corresponding matter will be created in Actionstep, ensuring timely action and streamlined lead management. Stay organized and boost productivity with this simple, yet effective automation.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
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Supported triggers and actions

    • Zap Id

    • Program ContextRequired

    • Campaign ContextRequired

    • Program ContextRequired

    • Program Member ContextRequired

    Trigger
    Instant
    Try It
    • ListRequired

    • LeadRequired

    Action
    Write
    • Partition

    Action
    Write
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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marketo logo
marketo logo

About Marketo

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

Related categories

  • Marketing Automation

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