dmiller
7 years agoFormer Employee
Sync Excel to Marketo
Created by @mthammareddy
For a row in an Excel spreadsheet, search for the lead in Marketo based on the email address supplied. If the lead does not exist in Marketo, add it.
The Excel file should contain matching field names, such as: FirstName, LastName, Email, Title, Company, Country
Configuration
- In the Pipeline Parameters, update the endpoint parameter with the url to your Marketo instance.
- In the File Reader, update the Excel file to read.
- In the REST Post Snap labelled Create/Update Leads in Marketo, under HTTP Header, update the Authorization value.
Sources: Excel file
Targets: Marketo Lead
Snaps used: File Reader, Excel Parser, JSON Generator, REST Post
Downloads
Sync_Excel_to_Marketo.slp (7.9 KB)