Adobe Marketo Engage
Connect Adobe Marketo Engage to Klipfolio and build real-time dashboards that track lead activity, campaign performance, and pipeline metrics automatically.
Track all your Adobe Marketo Engage KPIs in one place
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Tracking leads manually across Marketo Engage is slow work. Connect Adobe Marketo Engage to Klipfolio and get real-time dashboards that update automatically, so your team always has a clear view of pipeline activity.
Note: The Klipfolio-Marketo Engage integration currently does not support email marketing data. It also does not support Excel files downloaded from Marketo Engage, as Marketo Engage uses non-standard CSV formats. Static lists must contain fewer than 30,000 leads.
How to connect Adobe Marketo Engage to Klipfolio
This integration uses the Marketo Engage integration's REST API and requires a LaunchPoint service setup. Complete these steps once, then reuse your credentials for each new data source.
- Set up Klipfolio as a LaunchPoint service in Marketo Engage Admin to generate your Client ID and Client Secret.
- Create static lists in Marketo Engage to define the lead segments you want to report on (for example: leads created today, leads from a specific campaign).
- Locate your REST API Identity URL and REST API Endpoint URL from the Web Services section in Marketo Engage Admin.
- Find the unique ID for each static list you want to pull into Klipfolio.
- Create a REST/URL data source in Klipfolio using your subdomain, Client ID, Client Secret, and list ID. Set your refresh rate to 15 minutes or more to stay within Marketo Engage's API limits (10,000 calls per day per Client ID).
View the step-by-step setup guide
Top reasons to use Klipfolio for Adobe Marketo Engage dashboards
Klipfolio pulls your Marketo Engage lead data into a live dashboard, removing the need to manually export and format reports.
See lead activity as it happens. Static lists refresh automatically on your schedule, so your dashboard reflects current pipeline status without manual exports.
Segment leads the way your team thinks. Report on leads created today, this week, by campaign, or by revenue stage, using the static lists you already manage in Marketo Engage.
Centralize marketing and sales data. Combine Marketo Engage lead data with CRM data from Salesforce or other sources to get a complete view of your funnel in one place.
Share dashboards across your team. Distribute live dashboards by role, embed them in internal tools, or display them on office screens, so everyone works from the same numbers.
Use Excel-like formulas to go deeper. Apply Klipfolio's built-in functions to calculate conversion rates, segment performance, and lead velocity metrics directly in your dashboard.
What Klipfolio adds to your Marketo Engage workflow
| What you do in Marketo Engage | What Klipfolio adds |
|---|---|
| Manually export lead lists as CSV | Automated dashboards that pull from static lists in real time |
| View lead data inside Marketo Engage only | Share live dashboards with any stakeholder, on any screen |
| Build reports one segment at a time | Combine multiple static lists into a single, unified dashboard view |
| Track campaign leads in Marketo Engage | Cross-reference lead data with CRM and revenue data side by side |
Stop exporting CSVs to understand your pipeline. Connect Marketo Engage to Klipfolio and start tracking leads in real time.
Use the Connector Gallery to create a custom Adobe Marketo Engage dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Adobe Marketo Engage account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Adobe Marketo Engage data with other relevant data to create your custom dashboard.
Learn more about working with the Adobe Marketo Engage API and how you can start building your own Adobe Marketo Engage queries in Klipfolio.
