How do I create a bi-directional sync between Splash and Marketo? Follow
With the Marketo integration in Splash, you can determine how and when you want event and guest information flowing to and from the two systems.
What information is synced from Marketo into Splash?
The following information will be synced from Marketo into Splash:
- First and Last name
- Email Address
- Status
- Any fields that have been mapped in the Lead Settings
Note: These fields will not update until a status change has taken place in Splash or Marketo.
How and when does the info get pulled?
The Sync Leads and Program Member Data action pushes leads and contacts from Splash events to their Marketo Program counterparts. The trigger for this action is a timer with several frequency options. At the end of the designated frequency, all leads in Marketo mass update to match the associated Splash event.
The Pull Lead and Program Member Data action pulls information from Marketo and synchronizes it with the associated Splash event. This is triggered by a timer set to a chosen interval. The frequency is looking for changes that happened within that timeframe. This means if the trigger is updated to "hourly", changes that happened longer than that hour will not be updated in Splash.
Guests statuses are not retroactively updated. This means if a guest is set to Attending in Splash and Marketo, but you then update the status in Marketo to Checked In, the status will not retroactively update on the Splash end. To have a true bi-directional sync, you'll want to make sure the Pull Lead and Program Member Data action is enabled.
Note: You must have email address and the Marketo status mapped in your integration settings in order for a guest to sync from Marketo to Splash. If one or both of these are missing then a guest will not sync to Splash. If that guest already exists in Splash, they will not be updated. |
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