About This Recipe

This is a bidirectional recipe. It creates a corresponding lead record in Marketo when a lead record is set to Open status in Salesforce. In addition, it creates corresponding lead records in Salesforce for Marketo leads.

To use the recipe, you must install the recipe and configure the connections and other resources within the recipe.

When a lead record’s status is set to Open in Salesforce, the app-driven integration flow (Oracle SFDC Marketo Lead2Lead Create) of the recipe is triggered, and it creates a corresponding lead record in Marketo. Further, you can run the scheduled integration flow (Oracle Marketo Salesforce Lead2Lead CreateUpdate) of the recipe manually or specify an execution schedule for it. When triggered, this integration flow fetches the lead records from the Marketo instance and, in turn, creates or updates corresponding leads in your Salesforce instance. Basic data, such as company, country, phone number, lead status, and so on, are synchronized between the two platforms.

System and Access Requirements

  • Oracle Integration, Version 22.1.2.0.0 or higher

  • Salesforce

  • An account on Salesforce with the Administrator role

  • Marketo

  • An account on Marketo with the Administrator role