ChargeOver + Marketo Integration

Integrate ChargeOver to Marketo in one click, or tell Integrately AI how you want each customer handled. Track billing profiles, create records, update lists, and sync opportunities automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ChargeOver
    Customer is created in ChargeOver Instant
  • ChargeOver
    Customer is updated in ChargeOver Instant
  • ChargeOver
    Contact is created in ChargeOver Instant
  • ChargeOver
    Contact is updated in ChargeOver Instant
  • ChargeOver
    Transaction is added in ChargeOver Instant
  • ChargeOver
    Transaction status is changed in ChargeOver Instant
  • ChargeOver
    Status of quote is changed in ChargeOver Instant
  • ChargeOver
    Quote is created in ChargeOver Instant
  • ChargeOver
    Invoice status is changed in ChargeOver Instant
  • ChargeOver
    Invoice is created in ChargeOver Instant
  • ChargeOver
    Item is created in ChargeOver Instant
  • ChargeOver
    Subscribption is added in ChargeOver Instant
  • ChargeOver
    Subscription status is changed in ChargeOver Instant
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2.
  • ChargeOver
    Create customer in ChargeOver
  • ChargeOver
    Search customer by name in ChargeOver
  • ChargeOver
    Update customer in ChargeOver
  • ChargeOver
    Create subscription in ChargeOver
  • ChargeOver
    Cancel a subscription in ChargeOver
  • ChargeOver
    Search subscription by customer id in ChargeOver
  • ChargeOver
    Create contact in ChargeOver
  • ChargeOver
    Search contact by first name in ChargeOver
  • ChargeOver
    Create a quote in ChargeOver
  • ChargeOver
    Search quote by customer id in ChargeOver
  • ChargeOver
    Search transaction by customer id in ChargeOver
  • ChargeOver
    Search item by name in ChargeOver
  • ChargeOver
    Search invoice by customer id in ChargeOver
  • ChargeOver
    Create an invoice in ChargeOver
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Ready Workflows Ready Workflows for ChargeOver + Marketo Integration

Capture new customers, create and update person profiles, sync invoices, and manage opportunities, all in just one click.

Most popular automationsmost-popular-automations
ChargeOver + Marketo Integration

Create Marketo contact for new ChargeOver order

If you're using ChargeOver to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Marketo.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ChargeOver + Marketo flow

Send customer billing data into your CRM, messaging apps, and support tickets the moment a workflow finishes. Pick a combination and activate it in one click.

ChargeOver
Marketo
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SalesforceSalesforce (5)
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HubSpotHubSpot (5)
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StripeStripe (4)
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SlackSlack (4)
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ZendeskZendesk (4)
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GmailGmail (4)
C
M
S
Create a Salesforce lead for every new ChargeOver customer, and update their profile in Marketo
New ChargeOver customers automatically appear in Salesforce as leads while Marketo updates their person record, keeping sales and marketing aligned.
C
M
S
When a ChargeOver invoice is created, update the Marketo opportunity and add a task in Salesforce
Invoices generated in ChargeOver instantly update Marketo opportunities and open a follow-up task in Salesforce for your sales team.
C
M
S
When a ChargeOver customer is updated, sync Marketo records and update the contact in Salesforce
Customer updates in ChargeOver immediately refresh your Marketo database and update the corresponding contact record in Salesforce.
C
M
S
Use Claude to evaluate new ChargeOver customer profiles, update Marketo, and create a prioritized lead in Salesforce
Claude analyses new ChargeOver customer details to grade accounts before updating Marketo and creating a prioritized lead in Salesforce.
C
M
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When a ChargeOver quote is created, add the opportunity in Marketo and log an event in Salesforce
New quotes generated in ChargeOver automatically update Marketo opportunities and log the quote details in Salesforce.

Supported triggers and actions for ChargeOver and Marketo

Mix and match to build the exact automation you need

ChargeOver
ChargeOver Triggers & Actions
Instant
Customer is created in ChargeOver
Triggers the automation when a new customer is created
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Instant
Customer is updated in ChargeOver
Triggers the automation when customer details are updated
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Instant
Contact is created in ChargeOver
Triggers the automation when a new contact is created
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Instant
Contact is updated in ChargeOver
Triggers the automation when a contact is updated
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Instant
Transaction is added in ChargeOver
Triggers the automation when a new transaction occurs
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Instant
Transaction status is changed in ChargeOver
Triggers the automation when the status of a transaction is updated
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Instant
Status of quote is changed in ChargeOver
Triggers the automation when the status of a quote changes
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Instant
Quote is created in ChargeOver
Triggers the automation when a new quote is created
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Instant
Invoice status is changed in ChargeOver
Triggers the automation when the status of any invoice is updated
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Instant
Invoice is created in ChargeOver
Triggers the automation when any invoice is added or modified
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Instant
Item is created in ChargeOver
Triggers the automation when a new item is created
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Instant
Subscribption is added in ChargeOver
Triggers the automation when a subscription is added
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Instant
Subscription status is changed in ChargeOver
Triggers the automation when a subscription status is changed
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Create customer in ChargeOver
Adds a new customer to the database
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Search customer by name in ChargeOver
Searches for a customer based on their name
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Update customer in ChargeOver
Updates a customer's information
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Create subscription in ChargeOver
Enrolls users in a subscription service
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Cancel a subscription in ChargeOver
Unsubscribe and end recurring subscription services
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Search subscription by customer id in ChargeOver
Searches for a subscription by customer id
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Create contact in ChargeOver
Adds a new contact to the database
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Search contact by first name in ChargeOver
Finds information about a contact using the first name
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Create a quote in ChargeOver
Creates a new workspace
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Search quote by customer id in ChargeOver
Searches for a quote by customer id
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Search transaction by customer id in ChargeOver
Searches for a transaction using a customer id
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Search item by name in ChargeOver
Locates and retrieves particular item information using the item name
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Search invoice by customer id in ChargeOver
Searches for an invoice using a customer id
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Create an invoice in ChargeOver
Generates a new invoice
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Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
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Add Person to a list in Marketo
Adds a person to a list or group
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Search person in Marketo
Retrieves information about a person
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Create or update custom object record in Marketo
Creates or updates a custom object record
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Create or update opportunity in Marketo
Creates or updates a sales opportunity
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Search Opportunity in Marketo
Searches for a opportunity
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Search custom object record in Marketo
Searches for a custom object record
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What can you automate with ChargeOver + Marketo?

Streamline your billing and marketing workflows by connecting ChargeOver and Marketo for seamless data synchronization.

What you can automate?
๐Ÿ”„
Sync new customers from ChargeOver to Marketo
Automatically create or update Marketo person records the moment a new customer is registered in ChargeOver, eliminating manual data entry.
๐Ÿงพ
Capture complete billing and invoice details
Map all invoice fields and transaction amounts from ChargeOver straight into Marketo opportunities to keep your financial pipeline fully updated.
๐Ÿ””
Alert your team about billing milestones
Trigger instant team notifications in Slack or email whenever a new subscription is added or invoice status changes in ChargeOver.
๐Ÿ”€
Route records based on transaction values
Apply conditional rules to sort high-value ChargeOver quotes and transactions into dedicated Marketo lists or priority sales views.
๐Ÿ“
Keep customer profiles updated across tools
Ensure any modification to a customer record in ChargeOver instantly refreshes the corresponding person data in Marketo.
๐Ÿ”
Prevent duplicate records automatically
Search existing database entries before creating new person or opportunity records in Marketo to maintain a clean database.
โš™๏ธ
Manage subscription and quote status changes
Automate follow-up actions in Marketo whenever subscription statuses or quote stages change within ChargeOver.
๐ŸŒ
Extend billing data to your favorite CRMs
Push synchronized ChargeOver and Marketo data further into downstream platforms like HubSpot or Salesforce with multi-step workflows.
And much more...

Who is ChargeOver + Marketo integration for?

Connecting ChargeOver and Marketo eliminates manual billing data entry, keeping customer records, invoices, and engagement platforms synchronized across teams.

Revenue operations teams
Revenue operations teams
Account executives
Account executives
Finance managers
Finance managers
Customer success leads
Customer success leads
Sales development reps
Sales development reps
Marketing directors
Marketing directors
๐Ÿ“ˆ
Revenue operations teams
You're reconciling billing records from ChargeOver with marketing engagement data in Marketo, but manual exports leave your pipeline reports outdated โ€” automating both apps means every new customer and invoice syncs instantly so your revenue dashboards stay current.
โšก
Account executives
You need to act fast when new subscriptions start in ChargeOver, but notification delays mean you find out too late to engage โ€” connecting these apps means every billing event creates immediate CRM updates so you can reach out right away.
๐Ÿ“Š
Finance managers
You answer to executive stakeholders who want to see precise revenue and invoice metrics, but tracking data across disparate tools creates gaps โ€” with this integration, transaction updates flow straight into Marketo opportunities without manual input.
๐Ÿ”„
Customer success leads
The volume of new billing sign-ups is too high for anyone to keep up by hand, leading to missed onboarding touches โ€” automating both apps means every customer profile and subscription record populates instantly across your stack.
๐Ÿค
Sales development reps
You own the outreach step and depend on billing triggers to hand over qualified leads, but manual handoffs cause costly delays โ€” integrating these apps means new ChargeOver quotes instantly update your marketing and sales pipelines.
๐Ÿ—‚๏ธ
Marketing directors
You need a reliable history of customer interactions and keep finding gaps between billing events and engagement tracking โ€” this integration means every ChargeOver customer update is mirrored in Marketo with zero manual effort.
Our team

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Why choose Integrately to automate ChargeOver + Marketo

Build and manage your ChargeOver + Marketo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ChargeOver + Marketo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ChargeOver to Marketo?
Frequently Asked Questions
You can connect ChargeOver to Marketo using 1-click ready workflows on Integrately or by asking Integrately AI to build the automation. It takes minutes to link your accounts and sync billing data with tools like HubSpot, Slack, and Salesforce.
Can I automatically sync new ChargeOver customers to Marketo person records?
Frequently Asked Questions
Can I connect ChargeOver, Marketo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ChargeOver and Marketo?
Frequently Asked Questions
How are customer updates handled between ChargeOver and Marketo?
Frequently Asked Questions
Can invoice creation in ChargeOver update Marketo opportunities?
Frequently Asked Questions
Do I need coding skills to automate ChargeOver and Marketo?
Frequently Asked Questions
Is the ChargeOver and Marketo integration free?
Frequently Asked Questions
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You Can Also Connect ChargeOver or Marketo With 1500+ Other Apps

ChargeOver
Popular ChargeOver Integrations
Connect ChargeOver to accounting, invoicing, and payment tools to streamline your billing operations.
Marketo
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