Marketo Overview

Marketo is a robust marketing automation platform designed to help businesses streamline, automate, and measure marketing tasks and workflows. Its comprehensive capabilities include email marketing, lead management, consumer marketing, customer base marketing, and mobile marketing. By enabling companies to deliver personalized marketing content at scale, Marketo enhances customer engagement and boosts operational efficiency.

Integrating IdentityCheck with Marketo

Combining IdentityCheck with Marketo allows businesses to enhance their marketing strategies by seamlessly incorporating ID verification processes into their workflows. This integration enables automated ID checks within Marketo campaigns, ensuring that customer data is accurate and trustworthy. Use cases include verifying leads before adding them to your nurturing campaigns, confirming identities for high-value transactions, and safeguarding accounts against unauthorized access.

Setting Up Integration

1. Sign in to your Zapier account.
2. Connect your Marketo account to Zapier by navigating to “My Apps” and selecting “Marketo”. Follow the on-screen instructions to link your account.
3. Next, connect your IdentityCheck account to Zapier in the same manner, ensuring both apps are authorized within Zapier.
4. Create a new "Zap" (Zapier's term for an automated workflow) and select Marketo as the trigger app. Choose an appropriate trigger, such as "New Lead" or "Updated Lead".
5. Add IdentityCheck as the action app to the Zap. Choose the relevant action, like "Verify ID" or "Check Identity", as per your requirements.
6. Map the fields from the Marketo trigger to the IdentityCheck action, ensuring that the necessary information (e.g., name, email, phone number) is correctly transferred for verification.
7. Test the Zap to make sure the integration works as expected. Once everything looks good, activate the Zap.

Using ID Verification in Marketo

Once the integration is set up, using ID verification within Marketo becomes a seamless process:

1. Whenever a lead is created or updated in Marketo, the triggered Zap will automatically send the lead's information to IdentityCheck for verification.
2. Based on the verification results from IdentityCheck, you can customize subsequent actions in Marketo. For example:
   • If a lead’s ID is verified, you can move them to a specific nurture campaign or alert your sales team for follow-up.
   • If the verification fails, you might opt to send a notification to the lead to correct their information, or flag them for further review.
3. All ID verification results can be logged in the lead's Marketo record for future reference, ensuring a thorough audit trail.

Conclusion

Integrating IdentityCheck with Marketo through Zapier significantly enhances the accuracy and security of your marketing campaigns. By automating ID verification, you ensure the integrity of your lead data, protect your business from fraudulent activities, and ultimately build a more trusting relationship with your customers. Follow the steps above to set up and start using this powerful integration today.