#SHORETEL SALESFORCE INTEGRATION GUIDE UPDATE#
#SHORETEL SALESFORCE INTEGRATION GUIDE SOFTWARE#

You should reference both MarketoРІР‚в„ўs materials and this guide as you prepare for the sync. But before diving into the actual setup process, youРІР‚в„ўll want to complete some prep work to ensure a clean and successful integration. Marketo maintains the Marketo to Salesforce sync, and as such, they offer an extensive, step-by-step guide to setting it up. Before you set up your Marketo to Salesforce sync However, MarketoРІР‚в„ўs native Salesforce integration doesnРІР‚в„ўt use MarketoРІР‚в„ўs API, so you wonРІР‚в„ўt have to worry about rate limits.

#SHORETEL SALESFORCE INTEGRATION GUIDE SOFTWARE#

An API, or application programming interface, is the primary medium by which different software platforms send and receive data. No, MarketoРІР‚в„ўs API rate limits do not restrict the native Marketo to Salesforce integration. Source: Marketo Do MarketoРІР‚в„ўs API rate limits affect the sync? The typical cadence of Marketo to Salesforce syncs. If you reach out to Marketo, you can customize your sync interval to any period longer than 5 minutes. However, some syncs still take hours or longer to finish, especially when reconciling larger updates or dealing with massive databases (weРІР‚в„ўll cover this later in the post).

#SHORETEL SALESFORCE INTEGRATION GUIDE UPDATE#

Syncs following the first update run every 5 minutes. After initializing the integration, the first sync can take hours or even days to copy all the data from Salesforce into Marketo, and vice versa. The integration runs in the background as your team uses each platform. You can also opt to sync accounts, users, opportunities, custom objects, and activities, but these only sync one way, from Salesforce to Marketo. MarketoРІР‚в„ўs native integration with Salesforce lets you bi-directionally sync leads, contacts, and campaigns.

How does the native Marketo-to-Salesforce sync work? A successful sync ensures tight alignment across your sales, marketing, and support teams, which can increase retention 36% and sales win rates 38%. Integrating Marketo and Salesforce keeps your leads, accounts, and other records up-to-date across your revenue funnel, streamlining the handoff between sales and marketing. In the typical lead lifecycle, leads are first acquired and qualified by marketing, then passed to your sales team for further qualification and, hopefully, converted into customers. The lead lifecycle is the process by which your leads are generated, qualified, and converted into paying customers. Why do we sync data in Marketo and Salesforce? In this post, weРІР‚в„ўll offer some best practices to make your sync as successful as possible, which in turn will help streamline your lead lifecycle and increase sales-marketing alignment. And even after setup, many marketing, sales, and revenue operations professionals still struggle with things like sync delays and overwritten data. Successful syncs require proper project planning and a deep understanding of both tools. Unfortunately, maintaining the native Marketo to Salesforce sync, especially if you have a complicated lead management flow or a high volume of records, isnРІР‚в„ўt as simple as adjusting a few settings. The integration lets you bi-directionally sync leads, campaigns, and other records to maintain data parity across both systems.

And if you belong to one of the many organizations that use both, then youРІР‚в„ўre probably aware of MarketoРІР‚в„ўs native Salesforce integration. Marketo and Salesforce are two popular tools that revenue teams rely on to manage leads, execute campaigns, and maintain customer records.

Shoretel salesforce integration guide