Anytime a contact has a new conversation in Drift, that will be logged as an activity on the lead in Marketo. To start sending this activity, you'll first need to create a Custom Activity within Marketo and provide its ID.
Keep in mind: You must follow these instructions exactly in regards to Display Name and API Name for this feature to function properly.
For the activity’s primary field name, enter the following exactly: conversationUrl
Note the API name will auto complete.
Approve the Activity from the Custom Activity Actions drop down.
Within Drift, go to your Marketo integration's Page:
Choose "Sync Marketo Data"
Add Drift Activities with the + Add Drift Activity button. Match up the Drift activity to the Marketo activity using the dropdown menus:
Attributes we can push to Marketo
Standard on activity:
- Person ID (standard on activity)
- Conversation URL (standard on activity)
Attributes available with "Activity Write" permissions enabled
- Conversation Playbook
- Conversation Transcript
- Conversation Started (URL of page the chat started on)
- Conversation Tags
- Closed By
For more on editing permissions, check out Marketo's Developer documentation here!
What it looks like in Marketo: