Qualified pushes new leads into Marketo automatically via Experiences and proactively during live chat. After a visitor chats with a sales rep, interacts with a bot, or books a meeting with the Qualified messenger, Qualified can also push a new Marketo activity.
Create Leads from Qualified
When you have a website visitor that is not a lead yet, create that lead in Marketo. To create Marketo leads, connect to Marketo and finish mapping your fields. You can then create two leads two ways:
- During live chat, a rep clicks Create Lead in Marketo and all mapped fields where Req? is checked have values:
- A visitor is served an Experience and enters their email in the Qualified messenger. When they reach a Push to an external system Experience step for Marketo, Qualified automatically creates a new lead in Marketo.
Allow Qualified to Push Activities
Qualified can create new Marketo activities when your default push is set to Salesforce or Marketo. The steps below don’t rely on your default push setup.
If you want to allow Qualified to create new activities in Marketo, reach out to your Qualified Success Architect.
Assign Permissions in Marketo
First, confirm that the Marketo user that will be used in the Qualified connection has these two permissions:
- Read-Write Activity
- Read-Write Activity Metadata
These permissions are included with the Access API role. To assign the user this role in Marketo:
- Navigate to Admin.
- Click Users & Roles.
- Select the user you want to update.
- Click the Edit User tab.
- Under Roles, check Access API.
- Click Save.
Update Marketo Options in Qualified
Next, make sure your Qualified admin account is connected to Marketo. Once that’s done:
- Click the Settings icon.
- Under Marketo, click Connection.
- Click Enable pushing activities:
There may be a few minutes delay before Marketo recognizes the update. We highly recommend waiting five minutes and then confirming that Qualified is pushing activities in Marketo. Open the Marketo lead record to view the new activity.
Marketo Activities Created by Qualified
Qualified creates a new activity in Marketo five minutes after a visitor leaves your website or 60 minutes after no website activity is registered.
Visitor Chats with a Rep or Chatbot
When a visitor chats with a rep or chatbot in the Qualified messenger, the pushed activity includes these populated fields:
- Subject: “Conversation via Qualified” (If the visitor chats with a sales rep, it will read “Conversation via Qualified with [Rep Name].”)
- Name: Visitor’s name or email if the Name visitor field is empty
- Start Time: Date and time the chat began
- End Time: Date and time the chat finished
- Playback URL (optional); Link to view a record of the rep and visitor's interactions
- Chat Transcript (optional): A text transcript of the conversation
- Person ID: The visitor’s designated Marketo ID
-
Qualified Visitor ID: The ID used by Qualified to distinguish unique visitors (When logged in to Qualified via your browser, add the Visitor ID to
https://app.qualified.com/visitor/[VISITOR_ID]
to open the Visitor 360.)
Visitor Books a Meeting
If a visitor books a meeting with a rep, an additional Marketo activity is created with these populated fields:
- Subject: “Meeting Booked via Qualified with [Rep Name with scheduled meeting]” (If the meeting was booked with multiple people, the Meeting Owner name is listed.)
- Name: Visitor’s name or email if the Name visitor field is empty
- Start Time: Date and time the chat began
- End Time: Date and time the chat finished
- Playback URL (optional): Link to view a record of the rep and visitor's interactions
- Person ID: The visitor’s designated Marketo ID
-
Qualified Visitor ID: The ID used by Qualified to distinguish unique visitors (When logged in to Qualified via your browser, add the Visitor ID to
https://app.qualified.com/visitor/[VISITOR_ID]
to open the Visitor 360.)
Marketo does not allow for complex field values, so the playback URL is plain text without a hyperlink. Copy and paste the playback URL into your browser to open it. Likewise, chat transcript formatting is limited so line breaks are represented by two forward slashes (//).
If you want to include the Playback URL and Chat Transcript fields in your Marketo activities but they are not visible, reach out your Qualified Success Architect.
Using Pushed Activity Data in Marketo
When you build smart lists in Marketo, you can create filters based on the new activities’ fields. For example, your smart list could focus on visitors that interacted with the Qualified messenger but did not book a meeting. With this level of granular detail, your marketing operations team could send automated emails acknowledging the missed chat and offer a scheduled demo.
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