ToutApp gives you the ability to integrate with Marketo so that information about your sent emails are pushed into the Activity Log of a lead. It is important to note a couple things before you start going hog-wild with logging information to Marketo. Requirements Your Marketo Admin Munchkin Account ID Marketo Munckin API Private Key Note: If you would like to get this integration setup for your whole team , let us know and we can put that in place once you have set it up for one user. Provide us with the email address of the user who has it in place and we can begin the process for setting it up for your entire team. Setup 1) Sign into Marketo.com and click on Admin 2) Click on Munchkin 3) Copy the Munchkin ID. This is your Marketo Account ID. You will need this for step 8. 4) Click Edit under API configuration 5) Click the checkbox next to Enable Munchkin API 6) Copy the API Private Key this is your Marketo Secret Key ID. You will need this for step 9. 7) Click Save 😎 Head to the Marketo set up page on ToutApp.com: https://toutapp.com/next#settings/crm 9) Paste Marketo Account ID 10) Paste API Private Key 11) Click Save Changes. You will see that the settings are saved successfully and you are ready to log your Tout activity to Marketo!
If you use Pipedrive we do not offer an integration, but we can use our AutoBCC functionality which will automatically add your BCC email to every email that you Tout. All you need to do is add that BCC email address here and it will automatically log those emails into your Pipedrive account.
If you use Highrise we do not offer an integration, but we can use our AutoBCC functionality which will automatically add your BCC email to every email that you Tout. All you need to do is add that BCC email address here and it will automatically log those emails into your Highrise account.
If your CRM provides you with a BCC address, you can use the Other CRM section to set up email logging. Once the configuration is set up, emails that you Tout will automatically be logged to your CRM. Follow the steps below to set up logging via BCC to your CRM. 1. Click Settings 2. Click CRM 3. Click Connect under Other CRMs 4. Click Configure then paste your BCC address below Email to BCC 5.Click Save and your BCC address will be saved to ToutApp. Emails will now be logged to your CRM via BCC.
We do have a solution for this, but you'll need to be using Google Chrome. Just download our Chrome extension, and we'll insert an envelope icon next to the email addresses within your CRM so that you can send them Touted messages.
In this screenshot, you can see the data that we push into Marketo . ToutApp activities are logged as Activity Type "Visit Web Page". The details section is what will define it as being a Tout activity. You will want to use this as the value that you build your Smart Lists on. Here is a screenshot of how you could build a lead list that is looking for any lead who has been replied in the last 30 days. Related Articles How do I Set Up the Marketo Integration?
Almost every CRM : Our auto-BCC feature works with nearly all CRMs record emails you've sent with Tout to your leads. Just make sure your CRM of choice provides you with a BCC address to take advantage of this. Salesforce : We'll do all the above and more! Learn more about our Salesforce extension