Use Marketo As a Content Source

This article walks you through the steps to index names, emails, telephone numbers, or other customer information in Marketo.

Establish a Connection

  1. Navigate to Content Sources.

  2. Click Add new content source.

  1. Find Marketo from the search box and click Add.

  2. Give your content source a Name.

  3. Enter your Client URL, Client ID, and Client Secret.

  4. Click Connect.

Set Up Crawl Frequency

  1. Click to fire up a calendar and select a date. Only the information added or updated after the selected date will be indexed.

  2. Use the Frequency dropdown to select how often SearchUnify should index the customer activity information in Marketo.

  3. Click Set.

Select Fields for Indexing

  1. In the Rules tab, click .
  2. Add, edit, or remove content fields in the window that has popped up and click Save.

  3. Click Save.

You have successfully added Marketo as a content source.

Last updatedFriday, November 27, 2020