Marketo + Smart Task Integration
Integrate Marketo to Smart Task in one click, or tell Integrately AI how you want each contact handled. Create or update persons in Marketo, search opportunities, update records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Smart Task Instant
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Create or update person in Marketo- Add Person to a list in Marketo
- Search person in Marketo
- Create or update custom object record in Marketo
- Create or update opportunity in Marketo
- Search Opportunity in Marketo
- Search custom object record in Marketo
- Create task in Smart Task
- Subscribe Webhook in Smart Task
- Search Tag in Smart Task
- Search Project in Smart Task
- Search User in Smart Task
Trusted by experts at...
Ready Workflows for Marketo + Smart Task Integration
Capture new contacts, create or update persons in Marketo, update custom objects, search opportunities, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Marketo + Smart Task flow
Connect supporting CRM, messaging, and productivity tools to handle customer data and team handoffs after your core sync finishes. Pick a combination and activate it in one click.
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Salesforce (8)
Salesforce (8) +
Slack (8)
Slack (8) +
HubSpot (8)
HubSpot (8) +
Asana (8)
Asana (8) +
Google Sheets (8)
Google Sheets (8) +
Gmail (8)
Gmail (8) S
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When a contact is created in Smart Task, create or update the person in Marketo and add a new contact in Salesforce.
Smart Task contacts instantly update Marketo persons and create matching records in Salesforce without manual data entry.
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When a contact is created in Smart Task, create or update the person in Marketo and notify your sales team in Salesforce.
New Smart Task contacts update Marketo records and post task notifications directly inside Salesforce.
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When a contact is created in Smart Task, search for a matching opportunity in Marketo and update the record in Salesforce.
Smart Task contacts locate matching Marketo opportunities and update corresponding Salesforce deals.
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Create a Salesforce task for every custom object record updated in Marketo from Smart Task contacts.
Smart Task contact updates modify Marketo custom objects and open follow-up tasks in Salesforce.
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If a Smart Task contact matches enterprise criteria, update Marketo and create a high-priority lead in Salesforce.
Enterprise contacts identified in Smart Task update Marketo records and route priority leads into Salesforce.
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When a Marketo opportunity is updated from a Smart Task contact, update the Salesforce stage and log notes.
Opportunity changes in Marketo update Salesforce deal stages and record collaboration notes.
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Use Claude to qualify every Smart Task contact, update Marketo, and create a filtered lead in Salesforce.
Claude analyses Smart Task contacts before updating Marketo records and creating qualified Salesforce leads.
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Turn every Smart Task contact into a Marketo person, create a Salesforce opportunity, and notify Asana.
Smart Task contacts update Marketo records, open Salesforce opportunities, and initialize tracking projects in Asana.
Supported triggers and actions for Marketo and Smart Task
Mix and match to build the exact automation you need
Marketo Triggers & Actions
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it → What can you automate with Marketo + Smart Task?
Streamline customer engagement and collaboration by connecting Marketo and Smart Task for seamless data flow.
🔄
Sync new contacts between Smart Task and Marketo
Create or update person records in Marketo automatically whenever a new contact is created in Smart Task, eliminating manual data entry.
📝
Capture every submitted field in record updates
Map all available contact attributes and custom fields from Smart Task into Marketo records instead of just basic names and emails.
🔔
Notify the right team member instantly
Send instant channel alerts or direct messages whenever a new contact updates your Marketo database from Smart Task.
🔀
Route contacts based on submitted criteria
Apply conditional rules to direct enterprise accounts or high-priority contacts to specific Marketo lists and tasks.
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Keep custom objects and opportunities current
Search and update matching Marketo custom objects and opportunities whenever collaborative contact events occur.
🛡️
Add or update records to prevent duplicates
Use intelligent upsert operations to create new records or update existing Marketo profiles without creating duplicate entries.
⏱️
Handle later status changes and stage updates
Trigger automated workflows when opportunities reach closed stages or contact statuses change in either platform.
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Extend your workflow to team messaging apps
Connect your core Marketo and Smart Task setup with Slack, HubSpot, or Google Sheets to build multi-step operational pipelines.
And much more...
Who is Marketo + Smart Task integration for?
Connecting Marketo and Smart Task helps marketing and project teams align customer engagement efforts with task execution without manual handoffs.
Performance marketers
Project managers
Client success leads
Marketing operations teams
Sales development reps
CRM administrators
📈
Performance marketers
You're running campaigns across multiple platforms but your engagement metrics only update when someone manually exports leads, so the conversion counts you're optimizing against are always a few hours behind — with this integration, every new contact updates Marketo instantly and your data stays current.
⚡
Project managers
You manage collaborative tasks in Smart Task while tracking engagement data in Marketo, but delayed handoffs leave your team waiting for client updates — with this integration, contact creations trigger instant record updates so your project boards never miss a beat.
🤝
Client success leads
You answer to clients who want immediate action on every new inquiry, but manual data copying between systems delays your response time — with this integration, every Smart Task contact populates Marketo instantly and your stakeholders stay fully informed.
📊
Marketing operations teams
The volume of incoming contacts is too high for anyone to keep up by hand, leading to fragmented database records across tools — with this integration, every contact syncs directly between Smart Task and Marketo without manual data entry.
📋
Sales development reps
You own the next step in the pipeline and depend on marketing teams to hand over lead data from collaboration boards — with this integration, contact creation in Smart Task updates Marketo records automatically so you can start outreach immediately.
🗂️
CRM administrators
You need a reliable history of customer interactions and keep finding gaps caused by manual export errors — with this integration, every record update flows seamlessly between Marketo and Smart Task to maintain a complete audit trail.
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 + Smart Task
Build and manage your Marketo + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Marketo + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Marketo + Smart Task Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Marketo to Smart Task?
You can connect Marketo to Smart Task in 1-click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields. You can also integrate supporting tools like Slack, HubSpot, and Google Sheets.
Can I automatically create a Marketo person when a contact is created in Smart Task?
Can I connect Marketo, Smart Task, and Slack?
What is a good Zapier alternative for Marketo and Smart Task?
How are custom objects handled between Marketo and Smart Task?
Can I search for matching opportunities in Marketo from Smart Task?
Do I need coding skills to automate Marketo and Smart Task?
Is the Marketo and Smart Task integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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