To start syncing your playbooks to Marketo Programs, you'll need to first connect Drift and Marketo. For information on how connect Drift with an online Marketing platform like Marketo, see our help doc here.
Note: You can set a default Marketo Program for all your Drift playbooks by going to Settings > Integrations > Marketo. Keep in mind that individual settings in the playbooks will take priority over those default global settings.
Once you've connected Drift and Marketo, all you need to do to sync a playbook to a Marketo Program is to go to the Editor for the playbook you'd like to sync, and click Settings.
Once on the settings page, you'll see a drop-down of existing Marketo Programs you can connect to the playbook.
Once set up, Drift will associate any leads captured through that Playbook with the Marketo Program you have selected. You can then easily follow up with those leads with a Marketo campaign targeted for that Program.
Other Marketo Articles:
- Marketo Integration
- Marketo Integration - New Conversation Activity
- Marketo Integration - New Meeting Activity
- Marketo Integration - New CQL Score Activity
- Marketo Integration - Connect Your Account
- Marketo Integration - Connecting Programs and Playbooks