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Re: Integrating Marketo with Legacy CRM

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uditmathur
Level 6 - Community Advisor

Integrating Marketo with Legacy CRM

Hi Peers,

One of our clients wants to integrate their Legacy CRM with marketo which i have never done before.

I am looking for advice on to what are the best practice to be followed while integrating & if anyone has previously integrated Marketo with custom CRM what process have they followed.

 

Thank you

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SanfordWhiteman
Level 10 - Community Moderator

Re: Integrating Marketo with Legacy CRM

TBlane_McMichen
Marketo Employee

Re: Integrating Marketo with Legacy CRM

Another option that is commonly used is setup by Adobe consulting.  It is called Data Transfer Hub (DTH) which is essentially an FTP folder. You upload your data in a flat file to the folder and it will import the data to Marketo per custom field mapping.  To pull down data, the bulk API calls are used. See the linked article above for more details.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Integrating Marketo with Legacy CRM

uditmathur
Level 6 - Community Advisor

Re: Integrating Marketo with Legacy CRM

Hi Sanford,

Thank you for your response.

Can you suggest which middleware will be better between Workato and Tray.io

TBlane_McMichen
Marketo Employee

Re: Integrating Marketo with Legacy CRM

Another option that is commonly used is setup by Adobe consulting.  It is called Data Transfer Hub (DTH) which is essentially an FTP folder. You upload your data in a flat file to the folder and it will import the data to Marketo per custom field mapping.  To pull down data, the bulk API calls are used. See the linked article above for more details.

uditmathur
Level 6 - Community Advisor

Re: Integrating Marketo with Legacy CRM

Hi @TBlane_McMichen ,

Thank you for your suggestion.

Will check for this as well.