Prerequisites 

The information in this article pertains to Terminus Hub customers that also have a registered instance of Marketo.


Integration Overview 

Most information in Terminus Hub will be pulled from your connected CRM. However, there may be some pertinent marketing data that is not pushed from Marketo to your CRM today. In order to capture the full picture of your Marketing team’s efforts, Terminus’s Marketo integration was created to make sure all relevant data is accounted for in your Terminus reporting.

While your CRM will be the primary data source for the Terminus Hub, the Marketo integration was built to supplement your Terminus instance with additional Marketing Activity data. 


What is Terminus Hub?

The Terminus Account-Based Platform is designed to enable everyone in marketing, sales, and leadership to address the challenges facing ABM teams today. Within the platform, users can identify and prioritize target accounts, engage the buying committee with multichannel programs, send actionable insights to sales, measure results, and report on success to their entire organization.

Terminus Hub includes the Account Hub, which is your central account intelligence data platform. It automatically ingests account-level firmographic and behavioral intelligence to give you a 360-degree view of all of your accounts. From there, you can easily build actionable target account lists, identify gaps in marketing or sales coverage, and prioritize your ABM efforts across marketing and sales. Hub also offers a robust account-based analytics suite, including our Campaign Analytics, Opportunity Insights, and Account Scorecard views, so it’s easy to assess and optimize individual campaigns, and report on holistic program success to your leadership team.


Integration Details

Terminus’s MAS integrations are designed to supplement data gaps in your CRM with Campaign, Campaign Response, and Lead/Contact Data. These integrations are not designed to ingest Account, Opportunity, or Sales Activity Data. 

The most common scenarios under which a Marketo <> Terminus integration may be beneficial include:

  • People are not synced to your instance of SFDC
  • Campaign Responses (Marketo Program Members) are not synced to your instance of SFDC

Marketo-integrated customers are not able to leverage the following configuration options in the Hub

  • Self-serve Validity Rules and Global Filters on Marketo data
  • Self-serve Custom Fields on Marketo data
  • Self-serve Campaign Type mapping on Marketo data
  • Sandbox Testing


Connection Method

Marketo needs to be connected with your CRM in order for Terminus to merge your data into the Hub. We also require that your CRM IDs are populated on People (Lead/Contact ID), and optionally on Programs (Campaign ID), where available.

Terminus links to your Marketo instance via API. In order to do so, we need the following: 


APIs Leveraged
 

Both Marketo REST API and Bulk API are used to query and receive datasets from your Marketo instance.


Data Accessed

Terminus will pull the following data from Marketo and merge it with the customer’s CRM data to drive reports in the Terminus Hub:

  • People Activities
  • People Activity Types
  • People Fields
  • People
  • Programs
  • Program Members

The following information is not accessed/applicable for this integration:

  • Account Data
  • Opportunity Data
  • Sales Activity Data
  • Product Line Data
  • Custom Object Data


Marketo Default Fields

API Name

Object

id

Lead

firstName

Lead

lastName

Lead

email

Lead

anonymousIP

Lead

city

Lead

leadStatus

Lead

createdAt

Lead

updatedAt

Lead

sfdcAccountId

Lead

sfdcContactId

Lead

sfdcId

Lead

sfdcLeadId

Lead

sfdcLeadOwnerId

Lead

sfdcType

Lead

company

Lead

cookies

Lead

id

Program

name

Program

description

Program

type

Program

created_at

Program

url

Program

channel

Program

folder_id

Program

folder_type

Program

sfdcId

Program

sfdcName

Program

id

Activity

leadId

Activity

activityType

Activity

date

Activity

CampaignID

Activity

name1

Activity

val1

Activity

name2

Activity

val2

Activity

name3

Activity

val3

Activity

name4

Activity

val4

Activity

name5

Activity

val5

Activity

name6

Activity

val6

Activity

name7

Activity

val7

Activity

name8

Activity

val8

Activity

name9

Activity

val9

Activity

name10

Activity

val10

Activity

 

FAQs

How frequently does Terminus pull data from Marketo?

  • Terminus pulls Marketo data every 24 hours.

How many API calls should Marketo-integrated customers expect per day?

  • Our daily maximum is 7,000 API calls per day (usually only reached during implementation). This is customizable per your request.

 

 

 

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