Marketo & NetSuite Integration Using Muv

Integration Flows

You can easily configure Muv to support a personalized integration. This includes synchronizing custom fields and lists—which fields and lists to synchronize as well as how and when.

However, the primary driver of integration at the record level is your NetSuite CRM configuration—specifically, how you have decided to use NetSuite to track leads.

Below are examples are examples of how Muv handles a bi-directional integration between NetSuite CRM and Marketo. There are three examples—one for each of the three core options you have for configuring lead tracking in NetSuite CRM.

 

Option 1

Leads are Converted from Individuals to Companies (Lead Conversion)

You have configured NetSuite to track Leads as individuals, then convert them to companies (while attaching a contact record to the company) when a sales record is associated with the Lead, such as an opportunity.

Muv-Integration-Flow-Using-NetSuite-Lead-Conversion

 

Option 2

Leads are Treated as Companies with Contacts

You have configured NetSuite to track Leads as companies that have contact records associate with the Lead/Company.

 

Muv-Integration-Flow-Using-NetSuite-Leads-as-Companies-with-Contacts

 

Option 3

Leads are Treated as Individuals, Not Companies

You have configured NetSuite to track Leads as individuals instead of companies. In addition, every Lead is a single person.

Muv-Integration-Flow-Using-NetSuite-Leads-Customers-as-Individuals-(No-Contacts)

 

 

 

 

NetSuite Bundle

Marketo and NetSuite integration with Muv is supported by a bundle installed in your NetSuite account.

This bundle provides a structure for organizing Marketo application data within NetSuite. It also provides custom analytics on Marketo activity and interesting moments—right within the context of the sales rep’s NetSuite dashboard.

Sales Insight Dashboard

Stars and Flames represent Marketo Lead Score and the recent Interesting Moments/Marketo Activity associated with leads in NetSuite. These attributes are dynamic and constantly updated by Muv from your Marketo account.

This dashboard is viewable within a sales rep’s NetSuite context, so each sales rep sees a custom qualification and activity view of their leads.

Sales-Insight-Dashboard

 

Marketo Activity Feed

The Marketo Activity Feed is a constantly updated list of all the Marketo activities associated with leads. This includes descriptions of the activity and the date it occurred in Marketo.

This dashboard is viewable within a sales rep’s NetSuite context, so each sales rep sees a custom activity view of their leads.

Marketo-Activity-Feed

 

Custom Marketo Tab, Fields, & Lists

All synched Marketo activities, including interesting moments are brought into a consolidated tab for every lead, prospect, and customer in your NetSuite account. This tab, all fields, and all lists can be viewed, edited, or restricted using native NetSuite role-based access control settings.

Custom-Marketo-Tabs

 

 

 

Connecting to NetSuite & Marketo

How We Connect to NetSuite

Muv requires a NetSuite employee record and Role (with access) to integrate data via web services into and out of NetSuite. This role must have edit level access to all records and fields included in the integration.

Below are best practice recommendations for configuring Muv to connect to NetSuite.

Global Preferences

For Muv to communicate with NetSuite you must enable the “SuiteTalk (Web Services)” feature in your NetSuite account. This can be done by an administrator navigating to Setup>Company>Enable Features>SuiteCloud from the NetSuite homepage.

Employee Setup

Employee Name: Muv (first), Integration (last)
Employee Email: clientcompany@muvdata.com

Admin Access

The best practice is to provide Muv with an administrative role during implementation and then customize it to be “Web Services Only” once the integration is live.

 

 

How We Connect to Marketo

Muv requires the SOAP endpoint and API username from your Marketo Account. This can be found by navigating to Admin>SOAP API.

System Preferences

Muv and your Marketo account work together right out of the box. You do not need to enable, disable, or modify any preferences or configuration in your Marketo Account!

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