Following are the field mappings supported by Riva for Marketo. Not all fields are available with all CRMs or supported by the CRMs’ integration APIs. For CRMs that do not support these fields, Riva can provide mapping to alternative or custom CRM fields to satisfy the Marketo sync.
Marketo
|
CRM
|
| Lead/Account Default Field Mappings |
Contact/Account Default Field Mappings |
| Salutation |
Salutation |
| FirstName |
FirstName |
| MiddleName |
MiddleName |
| LastName |
LastName |
| Title |
Title |
| Address |
Home StreetAddress |
| City |
Home City |
| State |
Home StateProvince |
| Country |
Home Country |
| PostalCode |
Home ZipPostal |
| Phone |
HomePhone |
| MobilePhone |
MobilePhone |
| Fax |
Fax |
| Department |
Department |
| DateofBirth |
Birthday |
| Company |
OrganizationName |
| BillingStreet |
office StreetAddress |
| BillingCity |
office City |
| BillingState |
office StateProvince |
| BillingCountry |
office Country |
| BillingPostalCode |
office ZipPostal |
| MainPhone |
Office Phone |
|
|
| Opportunity Default Field Mappings |
Opportunity Default Field Mappings |
| Amount |
Amount |
| CloseDate |
CloseDate |
| CompanyId |
CompanyId. |
| Description |
Description |
| ExpectedRevenue |
ExpectedRevenue |
| FiscalQuarter |
FiscalQuarter |
| FiscalYear |
FiscalYear |
| ForecastCategoryName |
ForecastCategoryName |
| IsClosed |
IsClosed |
| IsWon |
IsWon |
| LastActivityDate |
LastActivityDate |
| LeadSource |
LeadSource |
| Name |
Name |
| NextStep |
NextStep |
| Probability |
Probability |
| Stage |
Stage |
| Type |
Type |
|
|
| Additional Marketo Lead/Account Custom Fields |
Contact/Account Custom Field Mappings |
|
Riva can be configured to automatically detect the following fields and sync the data if there is an exact match in CRM. By creating the following fields in CRM and applying an advanced configuration option, Riva will automatically match and sync data between the fields.
If CRM is the “master”, customers can implement a unidirectional sync from CRM to Marketo for certain contacts and fields. This can be customized for different use cases.
|
| account_type |
|
| awards |
|
| behaviorScore |
Marketo behaviorScore and behaviorScore Activity History are pushed from Marketo to CRM. |
| contactrole |
|
| CrmAccount_Id |
Based on customer requirements, we can add customizations to Riva for Marketo to integrate more Activity History and implement campaigns, lists, and program syncing between Marketo and the CRMs that support those objects. |
| CRM_Id |
|
| crm_type |
|
| demographicScore |
|
| EditUrl |
|
| emailSystem |
|
| email_system_type |
|
| leadOwnerEmail |
|
| lead_source |
|
| mailoutCustomText |
|
| mailoutNotes |
|
| serviceControl |
|
