Keeping accurate data is critical to your business. Leads and Contacts will have conversations and book meetings with your team in Drift and that information needs to be captured in external systems. 

In this doc we'll cover:

• How to configure Marketo
• How to import account info into Drift

Below is a guide for connecting Drift into your Marketing Automation Systems to ensure data is flowing properly.

How to Configure Marketo

First things first, you'll need to connect Drift to Marketo.

After connecting, you'll want to set up the lead flow from Drift to Marketo, To do this:

Head to your Marketo settings and turn on the Sync leads from Drift to Marketo option.
You'll also want to configure which field in Marketo will receive the information for the lead owner (the agent in Drift who booked a meeting with the site visitor, the agent who was in the conversation, and the agent who closed the conversation). The last person to be routed into the conversation will be set as the lead owner. In this example, Owner Email is the field we used.

In addition to connecting a Lead Owner, you also have the ability to connect Drift to a specific Marketo Program so that your leads captured via Drift will transfer to Marketo.

You also have the ability to sync your leads to a specific Marketo program via your bot playbooks, we have a dedicated help doc here  that dives deeper into this.

The final piece of setup in Marketo is to ensure you have configured Custom Activities. Custom Activities can be used to trigger or filter programs specific to Drift actions, like a lead having a conversation or booking a meeting. Details on the setup of activities and their mappings can be found linked in the respective articles below.
 

• New Drift Conversation Activity
• New Drift Meeting Activity

How to import account info into Drift 

To import account info:

1. Go visitors on the lefthand sidebar

2. Select All Accounts

3. Click manage accounts

4. Select import a CSV

On this next screen select import a CSV.

A few things to note on this page after importing:

Once you select the CSV, Be sure to correctly map the different columns to Drift account properties. (You can view/add/modify attributes by going to Visitors > All Accounts for further info on Account properties, check out our doc here)