Adobe Marketo Engage

Install

Overview

With the Crossbeam and Adobe Marketo Engage integration, Marketing Teams can increase and accelerate win-ready leads to the Sales organization by personalizing campaigns with partnership insights by telling "better together" stories — right within Marketo Engage.

Seamlessly & quickly execute co-marketing campaigns in Marketo without any manual effort to define the list. This integration uses your Crossbeam reports to automatically feed partner overlaps into Marketo to make co-marketing initiatives like nurturing joint integrations and promoting partner events & webinars easier.

Key Benefits

  • Personalized targeting to warm up new deals, introduce joint integrations, or co-market partner webinars & case studies by creating highly targeted lists in Marketo using Crossbeam overlap data
  • Increase marketing effectiveness with messaging that is relevant and differentiated to showcase the benefit of your “better together” story with your leads’ existing partners
  • Immediately engage and nurture new ecosystem leads identified through your Crossbeam overlaps

Integration Flow

How It Works

Once you've installed the integration (see setup section), here's how to get started:

  1. Create a Crossbeam report to identify overlaps between your Organization and your partners.
  2. That report can then be associated with a program you’ve built in your Marketo account by navigating to the Integrations tab within Crossbeam and choosing the Marketo tile - you can add and delete new associations any time!
  3. Once your Crossbeam Report has been associated to the Marketo program of your choice, overlapping accounts from your Crossbeam report will be matched to leads/contacts related to those accounts within Marketo.
  4. Members of your Marketo program will automatically be updated to include those leads/contacts
  5. You'll then be able to target members of the program associated with the Crossbeam report in a list (whether a local asset or within a campaign)
  6. Campaigns will be triggered to leads/contacts based on your program/campaign settings. 

Important Note: You must have Salesforce connected as a Data Source within your Crossbeam account to leverage this integration. See our help article for more information on Salesforce as a Data Source. 

 

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Instructions:

Requirements

  • You must have Salesforce connected as a Data Source within your Crossbeam account to leverage this integration. See our help article for more information on Salesforce as a Data Source. 
  • You must be on Crossbeam's Connector plan or higher to access this integration. Visit our pricing page for more details. 

 

Instructions

The Adobe Marketo Engage integration should take less than 10 minutes. Follow the steps below to get started!

  1. Click 'Install' in the upper right hand side of this page. 
  2. This will prompt you to login to your Crossbeam account and will take you to the 'Integrations' tab. 
  3. Find the 'Adobe Marketo Engage' tile - it will be under a section titled 'Included Integrations' or 'Upgrade'. If necessary, follow the in-app prompts to upgrade. 
  4. Click 'Install' on the 'Adobe Marketo Engage' tile. 
  5. Grab your Marketo Admin (you will need this person to complete installation) and follow the steps outlined in our Adobe Marketo Engage Installation & Configuration guide

Please don't hestiate to reach out to your Crossbeam account manager or partnerships@crossbeam.com if you have any questions or need assistance installing this integration. 

Immediately.

Immediately.

The first time you select and associate new reports/programs, the process could take longer since this is a larger dataset. However, once the initial data is synced, you can expect data to be updated every 15 minutes.

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