All integrations
Marketo
Turn video viewers into Marketo leads and run smart campaigns on what they watched.
What you can do
- Create or update a Marketo lead for everyone who fills in a Pellio email form, with their name and the lead source Pellio video form.
- Add those leads to a static list of your choice.
- Keep Pellio lead fields up to date on existing leads (last video watched, its progress, videos completed, engagement score and level) to use in smart lists, scoring and smart campaigns.
Set it up
- In Marketo, go to Admin → Users & Roles and make an API-only user whose role has Read-Write Lead and Read-Write Schema Custom Field.
- Go to Admin → LaunchPoint → New → New Service, choose Custom and that user, then open View Details to copy the client ID and client secret.
- Find your Munchkin ID in Admin → Munchkin. It looks like 123-ABC-456.
- In Pellio, go to Settings → Integrations and click Connect on Marketo.
- Enter the Munchkin ID, client ID and client secret and, if you want one, a static list ID, then click Connect. Pellio checks them straight away.
Good to know
- Pellio creates its lead fields the first time it needs them, which is why the role needs Read-Write Schema Custom Field.
- Engagement only updates leads that already exist in Marketo. Watching a video never creates a lead; only a form does.
- Engagement is sent for identified viewers: people who filled in a form, came from a link with
?email=, or are signed in on your connected WordPress site. - Needs the Standard plan or above. Engagement scores need lead scoring on the Advanced plan.
More CRM & email marketing
HubSpotSend video leads to HubSpot as contacts, and keep contact properties updated with what they watched.MailchimpAdd video leads to a Mailchimp audience and send watch events to existing contacts for Customer Journeys.ActiveCampaignCreate ActiveCampaign contacts from video leads and update custom fields with what they watched.
