Power nurturing initiatives by automatically adding leads to your Marketo programs. Add an Experience step that defines when visitors are added to the Marketo program of your choice.
If you want Qualified to add leads to Marketo programs, reach out to your Qualified Success Architect.
Confirm Marketo Permissions
When you connect Marketo to Qualified, the integration user needs specific permissions. For Qualified to add leads to Marketo programs, confirm that your Marketo integration user has Read-Only Assets.
Customize Your Experience
Qualified can only add leads to Marketo programs when visitors already have a lead record, so two Experience steps are needed. To add leads to a Marketo program from Qualified:
- Insert a Push to an external system step to create a new or update an existing Marketo lead early in the Experience.
- Select Create the Lead as soon as the visitor reaches this step:
- Insert an Add to a program step after your Push to an external system one.
- From the next drop-down menu, select the program where you want to add leads. (This will display all of your Marketo programs; it’s not limited to your synced programs.) If you don’t see the program that you want, click the Refresh icon to pull an updated list from Marketo:
- Choose which program status is assigned from the following drop-down menu:
When choosing the program status, it’s important to know that you can’t send a lead backward. For example, you may have a program with status “Member” as step 10 and “Influenced” as step 20. If a lead is already in the program with status “Influenced,” you cannot change their status to “Member” from a Qualified Experience.
- When you finish building your Experience, click Save Experience.
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