Marketo + Salesforce Integration

Integrate Marketo to Salesforce in one click, or tell Integrately AI how you want each lead handled. Sync contacts, update person records, manage opportunities, and keep both platforms aligned automatically.

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  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for Marketo + Salesforce Integration

Capture leads, update person records, manage opportunities, and align your customer data across platforms, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Marketo Integration

Create Marketo contact for new Salesforce record

Are you tired of manually creating Marketo contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Marketo contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Marketo {{action.Contact} creation!
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Activate
Salesforce + Marketo Integration

Create Marketo contact for new Salesforce contact

If you're using Salesforce to manage your sales leads, it's important to also use Marketo to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesforce, a corresponding contact will automatically be created in Marketo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Activate
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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 Marketo + Salesforce flow

Send team alerts, schedule meetings, manage email campaigns, and handle support follow-ups after your data syncs. Pick a combination and activate it in one click.

Marketo
Salesforce
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HubspotHubspot (4)
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ZoomZoom (3)
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SlackSlack (3)
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MailchimpMailchimp (3)
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CalendlyCalendly (3)
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ZendeskZendesk (3)
S
M
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Create a Marketo person from every new Salesforce lead, and add a contact in Hubspot
New Salesforce leads are automatically saved as persons in Marketo and added as contacts in Hubspot without manual data entry.
S
M
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When a Salesforce contact is updated, update the Marketo person and create a task in Hubspot
Updated Salesforce contacts instantly refresh Marketo records and automatically generate a follow-up task in Hubspot.
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M
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When a Salesforce opportunity is updated, update Marketo and create a deal in Hubspot
Salesforce opportunity changes immediately update Marketo and create a matching deal record in Hubspot.
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When a Salesforce task is created, update the Marketo person and log a note in Hubspot
New Salesforce tasks trigger an immediate update in Marketo and log a corresponding record in Hubspot.

Supported triggers and actions for Marketo and Salesforce

Mix and match to build the exact automation you need

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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Marketo + Salesforce?

Streamline customer data management by connecting Marketo and Salesforce for seamless record synchronization.

What you can automate?
🔄
Sync new leads instantly between platforms
Capture every new lead created in Salesforce and automatically generate or update person records in Marketo without manual data entry.
📋
Capture all submitted custom fields
Map detailed form answers and custom attributes from Salesforce objects directly into Marketo custom object records.
🔔
Alert your team the moment records change
Notify sales reps and account managers immediately via Slack or email whenever high-value opportunities are updated in Salesforce.
🔀
Route records based on specific field values
Apply conditional logic to direct enterprise leads, hot opportunities, and standard contacts to appropriate workflows in Marketo.
📝
Keep destination records fully up to date
Ensure opportunity changes, contact edits, and task updates in Salesforce reflect instantly across your Marketo database.
🔍
Prevent duplicates with smart search operations
Search existing person records and opportunities in Marketo before creating new entries, ensuring a clean and reliable database.
⚙️
Manage later status changes and support cases
Track support tickets, account updates, and case closures seamlessly as records progress through their lifecycle in Salesforce.
🚀
Extend your workflow to external applications
Trigger multi-step pipelines that connect Marketo and Salesforce with messaging tools like Slack or project management apps.
And much more...

Who is Marketo + Salesforce integration for?

Sales and marketing teams striving to keep lead records, engagement data, and customer pipelines perfectly aligned across platforms without manual export work.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Ops leads
Ops leads
Demand gen specialists
Demand gen specialists
RevOps directors
RevOps directors
📈
Performance marketers
You're managing lead campaigns in Marketo, but your Salesforce pipeline reports only update when someone manually exports records, so your conversion numbers are always outdated — automating both apps means every lead syncs instantly and your pipeline reports stay accurate.
⚡
Sales managers
You're tracking new prospects in Salesforce, but Marketo engagement data takes hours to arrive, so reps miss buying signals when reaching out — with this integration, prospect activity flows instantly and reps reach out at the right moment.
🤝
Account executives
You're updating deal stages in Salesforce, but marketing history in Marketo remains disconnected, leaving you blind during client calls — connecting these apps means full engagement history appears in your CRM before every call.
📊
Ops leads
You're processing high volumes of leads through Marketo, but manual CRM entry causes duplicate records and missing fields, corrupting your customer database — with this integration, every record is created and updated cleanly without manual cleanup.
🎯
Demand gen specialists
You're launching targeted campaigns in Marketo, but lead handoffs to Salesforce sales reps get delayed, causing cold follow-ups — automating both apps means leads route directly to sales reps the second qualification finishes.
🗂️
RevOps directors
You're auditing customer lifecycle stages, but fragmented data between Marketo and Salesforce creates gaps in attribution history — this integration means every touchpoint and record change logs reliably for complete audit trails.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Marketo + Salesforce

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

1,500+ apps connected
1,500+ apps connected
Connect Marketo + Salesforce 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 — 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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in $19.99
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Frequently Asked Questions

How do I connect Marketo to Salesforce?
Frequently Asked Questions
You can connect Marketo to Salesforce in 1 click using ready automation templates on Integrately. With 42,000+ active users, you can also ask Integrately AI to build custom multi-step workflows connecting your CRM and marketing platforms with tools like Slack, Hubspot, and Zoom.
Can I automatically sync new Salesforce leads to Marketo person records?
Frequently Asked Questions
Can I connect Marketo, Salesforce, and Hubspot?
Frequently Asked Questions
What is a good Zapier alternative for Marketo and Salesforce?
Frequently Asked Questions
How does Marketo handle custom object updates from Salesforce?
Frequently Asked Questions
How are Salesforce contact and opportunity changes synchronized?
Frequently Asked Questions
Do I need coding skills to automate Marketo and Salesforce?
Frequently Asked Questions
Is the Marketo and Salesforce integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Marketo or Salesforce With 1500+ Other Apps

Marketo
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Salesforce
Popular Salesforce Integrations
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