Integrating CallTrackingMetrics with Marketo


Last Updated: 07/14/2017 Back to Topic All Articles

In order to integrate Marketo with CallTrackingMetrics, there are a few things that need to be configured properly on the Marketo side to ensure that calls are syncing into the system in the correct format and with the data that you need. Once you have your Marketo environment set up the way you want it, you can go into CallTrackingMetrics and navigate to the Marketo integration page to link your account.

Table of Contents:

Creating a new user

  1. To begin, log in to your Marketo admin account
  2. In the left sidebar, choose Admin ▸ Security ▸ Users & Roles
  3. Click the “Roles” tab along the top, then choose “New Role”
    New Role
  4. Give the role a name (such as “API Role”), optionally provide a description, then click the box next to “Access API”. Click “Create” to save the role.
    Create New Role
  5. Click the “Users” tab along the top, then choose “Invite New User”
  6. Provide a name and email address for this user (choose a unique email address so it can be found later), then click the boxes next to “API Role” (or the name you gave to the role earlier) and “API Only”. Click “Invite” to save the user.
    Invite New User

Creating a service

  1. In the left sidebar select “Admin ▸ Integration ▸ LaunchPoint”, then choose “New ▸ New Service”
    New Service
  2. Give the service a name (such as “CallTrackingMetrics”), and set the service type to “Custom”. The description can be anything you want, then the email must match the email you provided for the user invited earlier.
    Create New Service

Getting the integration details

You should now be ready to provide CallTrackingMetrics with the information it needs to establish a connection with Marketo. You will enter this information into the CallTrackingMetrics integration page. This requires the Client ID, Client Secret, Domain, and Munchkin ID.

  1. The Domain can be accessed from any Marketo account page. In your address bar, select the text from the start up to “marketo.com/”.
    Marketo Domain
  2. From the “Admin ▸ Integration ▸ LaunchPoint” section, find the service you just created and click “View Details”
    View Details
  3. This screen contains the Client ID and Client Secret. Enter these values into the Marketo integration page in your CallTrackingMetrics account.
    Service Details
  4. Close the dialog, then from the sidebar choose “Admin ▸ Integration ▸ Munchkin”. This page contains the Munchkin ID next to “Munchkin Account ID”.
    Munchkin ID
  5. As before, enter the Munchkin ID into the CallTrackingMetrics Marketo integration page, then click “Access Marketo”
    Access Marketo

Account management

You should now have a connection between Marketo and CallTrackingMetrics established! CallTrackingMetrics will automatically share with Marketo the detailed information it collects for leads, and new calls coming in through a CallTrackingMetrics tracking number on your Marketo-based website will have a link to the Marketo lead in your call log:

Call Log with Marketo Integration

If you ever want to discontinue Marketo integration with CallTrackingMetrics, click the “Unlink Account” button and confirm that you want to disconnect.

Unlink Account

You can temporarily suspend the integration without completely unlinking it by clicking the “Pause Integration” button on the integration page in CallTrackingMetrics. Integration can then be resumed by clicking “Resume Integration”.

Pause IntegrationResume Integration

Creating custom objects

The integration with Marketo can be further configured to share information on new calls. If you want to take advantage of this additional data, you must create one or more custom objects in Marketo, then map field data from CallTrackingMetrics to Marketo.

  1. Log in to your Marketo admin account, if you have not yet done so.
  2. In the left sidebar, select Admin ▸ Database Management ▸ Marketo Custom Objects, then click “New Custom Object”
  3. Give your object a display name (such as “Call”), and optionally provide a description. API Name and Plural Name do not need to be modified. Set “Show In Lead Detail” to “Show“, then click “Save”.
  4. If needed, select the new custom object in the list on the right (under “Marketo Custom Objects”)
  5. Click the “Fields” tab at the top of the page.
  6. Important: All custom objects used by CallTrackingMetrics need to have a field for linking to the lead in Marketo:
    • Display Name: anything you want (e.g. “lead”)
    • API Name: same value as above (must match exactly)
    • Data Type: link
    • Link Object: Lead
    • Link Field: Id
    • Dedupe Field: NO
  7. They also need a field for linking to the call in CallTrackingMetrics:
    • Display Name: anything you want (e.g. “Call”)
    • API Name: anything (e.g. “call_c”)
    • Data Type: integer
    • Dedupe Field: YES
  8. You can now add any additional fields you want to the custom object. Here are some recommended values:
    Display Name Data Type
    Name string
    Number phone
    Latitude float
    Longitude float
    Carrier string
    Spam Score float
    Date/Time datetime
    Tracking Number phone
    Tracking Label string
    Tracking Source string
    Business Number phone
    Business Label string
    Agent Name string
    Agent Email string
    Ring Time float
    Talk Time float
    Total Time float
    Direction string
    Tags string
    Notes string
    Score float
    Reporting Tag string
    Recording URL string
    Transcription string
    Spotted Keywords string
    Visit Likelihood float
    Search Keywords string
    Referring URL string
    Landing URL string
    Browser (User Agent) string
    Visitor IP string
  9. Right-click the custom object in the list on the right, then select “Publish Object“.

Mapping data to a custom object

Once you have your custom object(s) created in Marketo, mapping data to them in CallTrackingMetrics is actually quite easy! We attempt to handle all of the heavy lifting for you by guessing how you wanted to map the data fields into your Marketo custom objects, and making changes is fast and simple.

  1. In the Marketo Integration page in CallTrackingMetrcs, scroll down to the “Custom Objects” section and click the “New Custom Object” button.
    New Custom Object
  2. Select the object you want to use for integration, and click the “Add Object” button.
    New Custom Object Dialog
  3. Verify that the mappings CallTrackingMetrics added for you are correct.
    Custom Objects
  4. If the provided mappings were not correct, you may add new mappings using the “New Mapping” button and remove them by clicking the blue trash icon next to each row.
    New Mapping
  5. To remove a custom object, click the blue trash icon next to it.
    Trash
  6. Once your custom mappings are all implemented, click the “Save Mappings” button to save your changes.
    Save Mappings

Troubleshooting

For general troubleshooting, CallTrackingMetrics provides detailed integration logs showing all significant changes to the integration settings and all errors that occurred during syncing. To access this feature, visit the Marketo Integration page, then click the “Integration Logs” button.

If you need additional assistance, feel free to contact us at info@calltrackingmetrics.com and we will be happy to help.


Was this article helpful?
0 0