In today's digital landscape, businesses are constantly seeking ways to streamline their operations and enhance their customer experience. One powerful solution that has emerged is the integration between Pendo and Marketo. Pendo, a leading product experience platform, and Marketo, a robust marketing automation software, join forces to provide businesses with a seamless and comprehensive solution for driving customer engagement and conversions. This integration enables companies to gather valuable user insights from Pendo and leverage them in Marketo's marketing campaigns, resulting in highly targeted and personalized experiences for their customers. By combining the strengths of these two platforms, businesses can unlock a new level of efficiency and effectiveness in their marketing efforts, ultimately leading to increased customer satisfaction and business growth.
Integration Guide: Pendo to Marketo
Introduction:
This integration guide will walk you through the steps to integrate Pendo with Marketo. By integrating these two platforms, you can seamlessly sync user data and behavioral insights from Pendo into Marketo, enabling you to create targeted marketing campaigns and personalized user experiences. Follow the steps below to set up the integration.
Prerequisites:
1. Access to the Pendo and Marketo admin accounts.
2. Admin access to your Marketo instance.
Step 1: Generate Marketo REST API Credentials
1. Log in to your Marketo admin account.
2. Navigate to the "Admin" section and click on "Users & Roles."
3. Click on the "Roles" tab and select an existing role or create a new one for Pendo.
4. In the "Role" settings, enable the necessary permissions for Pendo to access Marketo API, such as "Access API," "Read-Write Lead," etc.
5. Save the role and assign it to the user who will be used for the integration.
6. Navigate to the "Admin" section again and click on "LaunchPoint."
7. Click on "New" to create a new service.
8. Fill in the required details, such as service name, description, and other relevant information.
9. Under "Authentication," select "Custom" and provide a client ID and client secret.
10. Save the service and make a note of the client ID and client secret as they will be required later.
Step 2: Configure Pendo Integration Settings
1. Log in to your Pendo admin account.
2. Navigate to the "Settings" section and click on "Integrations."
3. Scroll down and find "Marketo" from the list of available integrations.
4. Click on "Configure" next to Marketo and enter the following details:
- Marketo Instance URL: The URL of your Marketo instance.
- Client ID: The client ID generated in Step 1.
- Client Secret: The client secret generated in Step 1.
- Identity Endpoint: The endpoint URL for Marketo Identity API. (e.g., https://.mktorest.com/identity/oauth/token)
- REST Endpoint: The endpoint URL for Marketo REST API. (e.g., https://.mktorest.com/rest)
Step 3: Map Pendo Data to Marketo Fields
1. In the Pendo integration settings, click on "Map Fields" next to Marketo.
2. Map the relevant Pendo user properties to the corresponding Marketo fields. This will ensure that the user data is synced accurately between the two platforms.
3. Save the field mappings.
Step 4: Test the Integration
1. Create a test user or select an existing user in Pendo.
2. Trigger an event or update user properties for the test user in Pendo.
3. Wait for a few minutes to allow the data to sync from Pendo to Marketo.
4. Log in to your Marketo admin account and verify if the user data and events are correctly reflected in the relevant fields and activities.
Congratulations! You have successfully integrated Pendo with Marketo. Now you can leverage the combined power of these platforms to enhance your marketing campaigns and improve user engagement.
