How to sync meeting data to Marketo

Calendly syncs meeting data to Marketo, updating lead records automatically and enabling triggers for Smart Lists, re-targeting, and new campaigns.

Before you begin 

To sync Calendly event data to Marketo, you must meet the following requirements: 

  • Marketo API user with read and write permissions. 
  • Marketo account with no more than 8 custom activity types.
  • Syncing meeting data to Marketo is only available for organizations on our Teams and Enterprise plans. Check out our Pricing and plans page for more information.
  • Only organization owners and admins can enable syncing meeting data to Marketo from the Integrations page.

How it works 

When Syncing data is enabled in Calendly, Calendly will create two Custom Actvities in Marketo:

  • Calendly Submit Routing Form 
  • Calendly Schedule Event
Steps to view Custom Activities  
  1. From Marketo, navigate to the Admin panel. 
  2. From Database Management, select Marketo Custom Activites
  3. Under Marketo Custom Activites in the side panel on the right-hand side, the two Calendly Custom Activities will be listed.

    Screenshot

When a Marketo form linked to Calendly is submitted or an event is scheduled, the data is sent to Marketo and logged as an activity under the lead. Calendly will search for the lead in Marketo using the provided email.

  • If a match is found, the record will be updated with the associated form submission and/or meeting. 
  • If no match is found, Calendly will not create a lead and no activity will be logged.  
Steps to view data 
  1. From Marketo, navigate to the Database panel. 
  2. From System Smart Lists, select All People
  3. From the People tab, select a person. 
  4. From the Person Actions tabs, select View Person Details.

    Screenshot 
  5. Select Activity Log to view the data. 

    Screenshot

Setting up Marketo meeting data sync

In order to sync meeting data to Marketo, you will first need to integrate your Marketo account from the Integrations page. To do this, you will need three sets of alpha-numeric codes:

  • Client ID
  • Client Secret
  • Munchkin ID#. 

Note: Check out this help center article for more information on finding your Marketo Credentials: How to find your Marketo credentials.

CleanShot

Steps to enable syncing 
  1. From your Calendly Home page, navigate to the Integrations page
  2. From the list of integrations, select the Marketo forms tile. 
  3. To push Calendly events to Marketo, enable Syncing data

    CleanShot

To learn more about syncing meeting data to Marketo, check out Syncing meeting data to Marketo FAQs