Overview
The article provides a step-by-step guide on synchronising AdvocateHub groups with Marketo lists, including prerequisites such as being logged into both platforms and the limitation that the integration cannot sync to Smart Campaigns. It also details the process of accessing the Marketo Group Sync configuration and the indications of a correct setup.
Information
The Marketo Group Sync allows you to sync an AdvocateHub group to a List in Marketo. Some things to note:
- The sync only works in one direction - from AdvocateHub to Marketo
- It will only add advocates to a list in Marketo - not remove them
- The sync will create a new lead in Marketo if they do not already exist in Marketo
- The following fields will be synced:
- Name
- Title
- Company
- The Marketo group sync will not overwrite fields for an existing lead
Prerequisites : You must be logged into your AdvocateHub / Marketo integration. To do so, follow these steps:
1. Go to Integrations > Marketing > Marketo V2 > Manage
2. Click on Enable Integration
3. Enter your Marketo credentials and authorize Marketo from here.
Syncing Hub Groups to Marketo Lists
IMPORTANT NOTE: The AdvocateHub Marketo integration can not sync to Smart Campaigns.
To access the Marketo Group Sync configuration area in your Hub, go to Integrations > Marketing > Marketo V2 > Manage and click on the "Sync Group to List" area. Follow the steps below to map your Group to your Marketo Lists:
1. Click the Sync Group to List integration point.
2. Click Add Mapping to add a Group to sync to a List.
3. Under the Influitive Group heading, choose the AdvocateHub group which will sync to the Marketo list.
4. Under the Marketo V2 List heading, choose the static Marketo list which will receive the advocates. You can type to search for the Marketo List:
5. Click Save .
You will know that you have done this correctly if the Save button turns Green and changes to Saved , and the Group Sync is toggled On .
FAQ
What are the prerequisites for syncing AdvocateHub groups to Marketo lists?
Before syncing, you must be logged into your AdvocateHub and Marketo integration.
Can the AdvocateHub Marketo integration sync to Smart Campaigns?
No, the AdvocateHub Marketo integration cannot sync to Smart Campaigns.
How do I access the Marketo Group Sync configuration in AdvocateHub?
Access it by navigating to Integrations > Marketing > Marketo V2 > Manage, and then click on the "Sync Group to List" section.
How can I tell if my Group to Marketo List mapping is set up correctly?
A correct setup is indicated when the Save button turns green, changes to Saved, and the Group Sync is toggled On.