WeDid: Marketo and Infor (Formerly known as Saleslogix) Integration
March 14, 2017 /
Posted in We Did
Challenges
The customer uses Marketo to track incoming leads that would need to be converted to accounts and contacts respectively in their Infor CRM system. The customer would also like to track all field changes and/or activities that occur in Marketo into Infor as the contact related activities, as well as other custom records being tracked in Marketo at the moment.
Solution
| Purpose | To ensure leads and their respective related records from Marketo are in-sync between Contact in their Infor system. |
| Applications | Marketo Infor |
| Tool | Boomi |
| Information | Marketo Lead > Infor Account/Contact Infor Account/Contact > Marketo Lead Marketo Activities > Infor Activities (Custom) Infor Notes Histories (Custom) > Marketo Notes History (Custom) |
| Data Formats | JSON |
| Volumes | ~100 – 300/day |
| Process | When a new lead is registered in Marketo, the lead record will be in return synced into Infor as Contact with the lead’s company being the Infor account record. However, when a new contact is created or a contact record is updated in Infor, the information would need to be synced to Marketo as well. For every change in Marketo Lead (Activities), these trails will need to be synced into Infor as well. Some additional information tracked in Infor (custom object records), needs to be created and tracked in Marketo too. |
| Schedule | ~ 5 minutes |
| Complexity | Medium |