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StarterPak: Marketo and Dynamics CRM Version 1.0 9/24/2018
StarterPak: Marketo and Dynamics CRM
Version 1.0
9/24/2018
Important Notice
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Disclaimer
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Publishing Information
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Version 1.0 StarterPak: Marketo and Dynamics CRM
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Contents
Marketo And Dynamics CRM StarterPak 1
StarterPak Contents 3
Requirements 3
Ignore User 4
Preparing The StarterPak 5
Extract The Files From The Zip File 5
Configuring The TIBCO Scribe ® Online Connections 6
Configuring The TIBCO Scribe ® Online Solutions 7
Configure The Leads And Contacts Solution 7
Adding An Ignore User 8
Configure The Activities Solution 9
Marketo And Dynamics CRM Maps 10
Leads And Contacts Maps 10
Activities Maps 10
Dynamics CRM Customizations 12
Additional Notes 12
Version 1.0 StarterPak: Marketo and Dynamics CRM
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Marketo And Dynamics CRM StarterPak
StarterPaks provide a base set of Maps and configuration files you can leverage when integrating data between applications. Each StarterPak requires customization to integrate your data properly. Therefore, it is important that you read and understand the entire document before attempting to use the contents of the StarterPak.
TIBCO StarterPaks are meant to be used as a starting point for your own projects, and should not be considered “plug and play”. StarterPaks are available as is, with no guarantee or commitment of support for the associated Maps and configuration files.
Welcome to TIBCO’s StarterPak for Marketo And Dynamics CRM. This StarterPak synchronizes lead and contact data between Dynamics CRM and Marketo, supporting list segmentation capabilities to create highly targeted marketing campaigns and marketing messaging. In addition, campaign activities data can be integrated back into Dynamics CRM, to provide better management and analysis of the effectiveness of your marketing campaigns.
This document describes using this StarterPak with two TIBCO Scribe ® Online Solutions, one to manage leads and contacts, and a second one for activities. Data is synchronized between Marketo and Dynamics CRM as shown:
Dynamics CRM To Marketo Leads And Contacts
Marketo And Dynamics CRM StarterPak
StarterPak: Marketo and Dynamics CRM Version 1.0
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Marketo To Dynamics CRM Activities
Marketo And Dynamics CRM StarterPak
Version 1.0 StarterPak: Marketo and Dynamics CRM
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This StarterPak is available from You can download this file from the TIBCO Scribe ® Online StarterPaks page. as a downloadable ZIP file called ScribeStarterPak-Marketo-DynamicsCRM_v1_0.zip.
StarterPak Contents
The ScribeStarterPak-Marketo-DynamicsCRM_v1_0.zip file includes:
l DynamicsCRM-Marketo-LeadsAndContacts.xml — An XML file containing the TIBCO Scribe ® Online Maps that define the mappings between Dynamics CRM lead and contact data, and Marketo leads. Import this file into your TIBCO Scribe ® Online Solution.
l Marketo-DynamicsCRM-Activities.xml — An XML file containing the TIBCO Scribe ® Online Maps that define the mappings from Marketo activities to Dynamics CRM activity data. Import this file into your TIBCO Scribe ® Online Solution.
l ScribeSolutionforMarketoREST_1_0_0_target_CRM_7.1_managed.zip — The Dynamics CRM custom Solution file. Import this managed Solution into Dynamics CRM.
Requirements
In addition to the StarterPak, your site needs:
l Trial or paid subscription to TIBCO Scribe ® Online Integration Services (IS) l Marketo Organization l Dynamics CRM Online (7.1 or higher)
o A Dynamics CRM user with appropriate credentials and permissions to: n Import managed packages n Edit page layouts n Create and update entities into which the StarterPak integrates
o An Ignore user who can be the same user as the user above with credentials and permissions to create and update entities in this StarterPak
o Full name of the ignore user for setting the Ignore User Filter l TIBCO Scribe ® Online Connector For Microsoft Dynamics 365 l TIBCO Scribe ® Connector For Marketo
Requires the TIBCO Scribe ® Connector For Marketo. The Marketo SOAP Connector is not supported for this StarterPak.
Marketo And Dynamics CRM StarterPak
StarterPak: Marketo and Dynamics CRM Version 1.0
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Ignore User
The Ignore user is a special user that you designate for TIBCO Scribe ® Online to use when it logs in to Dynamics CRM to change data in Dynamics CRM. For this StarterPak, the Dynamics CRM user that you specified for the Dynamics CRM Connection you created is used as the Ignore user.
The StarterPak identifies new and changed data to integrate from Dynamics CRM based on the modifiedbyname field. If a record has been updated by this user since the last time the Solution ran, the record is not selected to be integrated to Marketo. Without an ignore user, updates can bounce back and forth between the two systems in an endless loop.
The Ignore User consumes a Dynamics CRM license unless that user has an Integration role set in Dynamics CRM. Use the Dynamics CRM UtilityPak to set the Integration role on your Ignore User in Dynamics CRM and learn how to designate the Ignore User as the Run As user for your Dynamics CRM Connection in Scribe Online.
Marketo And Dynamics CRM StarterPak
Version 1.0 StarterPak: Marketo and Dynamics CRM
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Preparing The StarterPak
This section describes the steps required to prepare Marketo and Dynamics CRM, extract files from the .zip file, and configure the TIBCO Scribe ® Online Connections.
For information on TIBCO Scribe ® Online tasks, such as configuring source and target Connections and using TIBCO Scribe ® Online, see the TIBCO Scribe ® Online Help Center.
Extract The Files From The Zip File
Unzip only the ScribeStarterPak-Marketo-DynamicsCRM_v1_0.zip file. Do not unzip the Scribe CRM Managed Solution zip file contained in this file.
1. Download ScribeStarterPak-Marketo-DynamicsCRM_v1_0.zip from the TIBCO Downloads page.
2. Extract the files to a folder accessible by TIBCO Scribe ® Online and Dynamics CRM.
3. Import the ScribeSolutionforMarketoREST_1_0_0_target_CRM_7.1_managed.zip managed Solution into Dynamics CRM.
4. Copy the following XML files to a directory under your TIBCO Scribe ® Online installation, such as ..\Scribe Software\Scribe Online Agent\Maps\: l DynamicsCRM-Marketo-LeadsAndContacts.xml l Marketo-DynamicsCRM-Activities.xml
5. Create one or two TIBCO Scribe ® Online IS Solutions.
This StarterPak allows you to choose whether to create a single Solution, or one Solution for Leads and Contacts and another for Activities.
To schedule the integrations separately, import the DynamicsCRM-Marketo-LeadsAndContacts.xml file into a Leads-Contacts Solution and import the Marketo-DynamicsCRM-Activities.xml file into an Activities Solution.
Preparing The StarterPak
StarterPak: Marketo and Dynamics CRM Version 1.0
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Configuring The TIBCO Scribe ® Online Connections
Connections are used in multiple Maps, therefore, TIBCO recommends creating Connections from the Connections page and adding them to the Maps as needed. For information, see Adding Connections.
Two Connections are required for this StarterPak:
l Marketo Connection — For information, see TIBCO Scribe ® Connector For Marketo. l Dynamics CRM Connection — For information, see TIBCO Scribe ® Online Connector For
Microsoft Dynamics 365.
If you are using an existing Dynamics CRM Connection, refresh the metadata as described in Resetting Metadata to ensure that you capture the new Dynamics CRM entities introduced by the TIBCO Solution for Marketo.
Configuring The TIBCO Scribe ® Online Connections
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Configuring The TIBCO Scribe ® Online Solutions
After you create TIBCO Scribe ® Online Connections, configure Solutions. This StarterPak describes configuring two Solutions: one to manage leads and contacts, and one to manage activities. If you prefer, you can configure the Maps as a single Solution.
Do not change the order of Maps within the Solutions. Some Solutions depend on the Maps running in an expected order. If you choose to create a single Solution, make sure you import DynamicsCRM-Marketo-LeadsAndContacts.xml first.
TIBCO suggests that you leave the schedule set to On Demand until you have implemented and tested the StarterPak.
Configure The Leads And Contacts Solution 1. Configure a new Solution. See Adding Or Editing An Integration Solution.
2. In the Maps section of the Solution, select Import from the Menu .
3. Browse to the DynamicsCRM-Marketo-LeadsAndContacts.xml file, and import that file. See Exporting And Importing Maps.
The imported Maps show as Incomplete.
4. Open each Map and configure the Connections. See Defining An Integration Map.
5. For these two Maps, you need to make changes to the Filter tab on the Query block as described below in Adding An Ignore User.
By default, Solutions only run on demand.
After you understand the integration requirements for this StarterPak, you can schedule the Solution to run automatically. See Scheduling A Solution.
Configuring The TIBCO Scribe ® Online Solutions
StarterPak: Marketo and Dynamics CRM Version 1.0
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Adding An Ignore User
The Ignore user is a special user designated for TIBCO Scribe ® Online to use when it logs in to Dynamics CRM to change data in Dynamics CRM. For this StarterPak, the Dynamics CRM user you specify in theTIBCO Scribe ® Online Dynamics CRM Connection is used as the Ignore user.
The StarterPak identifies new and changed data to integrate from Dynamics CRM based on the modifiedbyname field. If a record has been updated in Dynamics CRM by the Ignore user since the last time the Solution ran, the record is not selected to be integrated to Marketo. Without an Ignore user, updates can bounce back and forth between the two systems in an endless loop.
Follow the instructions below to add an Ignore user for each of the following Maps:
l CRM Lead -> Marketo Lead Share/Update l CRM Contact -> Marketo Lead Share/Update
1. In TIBCO Scribe ® Online open one of the Maps listed.
2. In the selected Map, open the Query Block.
3. Select the Filter tab.
4. Select the filter with the modifiedbyname field.
5. Change the Value to the user’s full name for the User specified in the selected Dynamics CRM Connection.
Modifiedby In Filter Tab — Dynamics CRM
Configuring The TIBCO Scribe ® Online Solutions
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Configure The Activities Solution 1. Configure a new Solution. See Adding Or Editing An Integration Solution.
2. In the Maps section of the Solution, select Import from the Menu .
3. Browse to the Marketo-DynamicsCRM-Activities.xml file, and import that file. See Exporting And Importing Maps.
The imported Maps show as Incomplete.
4. Open each Map and configure the Connections. See Defining An Integration Map.
If you need to make changes to the Target Connection, use Reassign to change the default Connection to your Marketo or Dynamics CRM Connection.
Configuring The TIBCO Scribe ® Online Solutions
StarterPak: Marketo and Dynamics CRM Version 1.0
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Marketo And Dynamics CRM Maps
This section provides details about the Maps for Leads and Contacts, and for Activities included in this StarterPak. For more information on the specific field mappings, review the Maps in TIBCO Scribe ® Online.
Leads And Contacts Maps l CRM Lead -> Marketo Lead Share/Update — Create leads in Marketo from leads in
Dynamics CRM. Update leads in Marketo from leads in Dynamics CRM that have already been shared.
l CRM Contact -> Marketo Lead Share/Update — Create leads in Marketo from contacts in Dynamics CRM. Update leads in Marketo from contacts in Dynamics CRM that have already been shared.
Activities Maps l Marketo -> CRM Change Data Value Activity — Create a Change Data Value Activity in
Dynamics CRM from a Change Data Value Activity in Marketo. l Marketo -> CRM Email Bounced Activity — Create an Email Bounced Activity in Dynamics
CRM from an Email Bounced Activity in Marketo. l Marketo -> CRM Click Link Activity — Create a Click Link Activity in Dynamics CRM from a
Click Link Activity in Marketo. l Marketo -> CRM Unsubscribe Email Activity — Create an Unsubscribe Email Activity in
Dynamics CRM from an Unsubscribe Email Activity in Marketo. l Marketo -> CRM Visit Webpage Activity — Create a Visit Webpage Activity in Dynamics
CRM from a Visit Webpage Activity in Marketo. l Marketo -> CRM Fill Out Form Activity — Create a Fill Out Form Activity in Dynamics CRM
from a Fill Out Form Activity in Marketo. l Marketo -> CRM Email Bounced Soft Activity — Create an Email Bounced Soft Activity in
Dynamics CRM from an Email Bounced Soft Activity in Marketo. l Marketo -> CRM Interesting Moment Activity — Create an Interesting Moment Activity in
Dynamics CRM from an Interesting Moment Activity in Marketo. l Marketo -> CRM Send Alert Activity — Create a Send Alert Activity in Dynamics CRM from a
Send Alert Activity in Marketo. l Marketo -> CRM Email Delivered Activity — Create an Email Delivered Activity in Dynamics
CRM from an Email Delivered Activity in Marketo. l Marketo -> CRM Click Email Activity — Create a Click Email Activity in Dynamics CRM from
a Click Email Activity in Marketo. l Marketo -> CRM Open Email Activity — Create an Open Email Activity in Dynamics CRM
from an Open Email Activity in Marketo. l Marketo -> CRM Send Email Activity — Create a Send Email Activity in Dynamics CRM from
a Send Email Activity in Marketo.
Marketo And Dynamics CRM Maps
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l Marketo -> CRM Change Status in Progression Activity — Create a Change Status in Progression Activity in Dynamics CRM from a Change Status in Progression Activity in Marketo.
l Marketo -> CRM Change Segment Activity — Create a Change Segment Activity in Dynamics CRM from a Change Segment Activity in Marketo.
l Marketo -> CRM Change Score Activity — Create a Change Score Activity in Dynamics CRM from a Change Score Activity in Marketo.
l Marketo -> CRM Add To List Activity — Create an Add To List Activity in Dynamics CRM from an Add To List Activity in Marketo.
l Marketo -> CRM Remove From List Activity — Create a Remove From List Activity in Dynamics CRM from a Remove From List Activity in Marketo.
l Marketo -> CRM Request Campaign Activity — Create a Request Campaign Activity in Dynamics CRM from a Request Campaign Activity in Marketo.
l Marketo -> CRM New Lead Activity — Create a New Lead Activity in Dynamics CRM from a New Lead Activity in Marketo.
l Marketo -> CRM Change Lead Partition Activity — Create a Change Lead Partition Activity in Dynamics CRM from a Change Lead Partition Activity in Marketo.
l Marketo -> CRM Merge Leads Activity — Create a Merge Leads Activity in Dynamics CRM from a Merge Leads Activity in Marketo.
Marketo And Dynamics CRM Maps
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Dynamics CRM Customizations
For this StarterPak, the following customizations were made to Dynamics CRM:
l For each Marketo Activity, a custom entity with read-only fields was added to Dynamics CRM. For example, for the Click Link activity in Marketo, a Marketo Click Link Activity custom entity has been added to Dynamics CRM.
l The ScribeExternalId field has been added to the Contact and Lead entities as well as to all of the Marketo custom entities, such as the Marketo Click Link Activity entity.
l Added a relationship to copy the ScribeExternalId of a lead to the ScribeExternalId of the corresponding contact that is created when a lead is qualified.
Additional Notes
This StarterPak was designed to be flexible in a variety of business use cases. You may need to modify the Maps to support your specific business process.
The following information may be useful in understanding how the StarterPak works:
l Marketo uses Email Address as a key ID for Leads and Contacts. Therefore, if a Dynamics CRM Lead or Contact is integrated to a Marketo Lead and then the Email address changes for the Dynamics CRM Lead or Contact, a new Lead is created in Marketo the next time the Solution runs.
l For all Activities, when Activities are created in Dynamics CRM, the default Status is Open.
Dynamics CRM Customizations
