Marketo Sync

Marketo® synchronization is used to ensure that the CRM and Marketo have the same information. Synchronziation can be bi-directional or in a single direction.

PortalID, ClientID and Secret Key are specified manually, but the token fields are populated using the Authorization process. The Refresh Token button is rarely used, but is helpful when testing. The CRM will automatically refresh the token as necessary.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
Marketo Endpoint URL The Endpoint URL comes from the Marketo Admin page. You will find it under Integration / Web Services / REST API.
Marketo Identity URL The Identity URL comes from the Marketo Admin page. You will find it under Integration / Web Services / REST API.
Marketo ClientID The ClientID comes from the Marketo Admin page. You will need to create an API user and then a custom service under LaunchPoint.
Marketo Access Token This value is populated when you click the Authorize button.
Marketo Secret Key The Secret Key comes from the Marketo Admin page. You will need to create an API user and then a custom service under LaunchPoint.
Marketo Scope This value is populated when you click the Authorize button.
OAuth Access Token Expires This value is populated when you click the Authorize button.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Modules The CRM can synchronize Leads to Marketo Leads or Contacts to Marketo Leads.