Insightly Integration

By Bedrock Data, Inc.

Bedrock Data's Insightly + Marketo integration is a pre-built, expert level integration tailored around helping you get the most out of Marketo.

About

Multi-directional Marketo & Insightly integration

When your sales team & BDRs follow up leads, every minute matters. Our Marketo-Insightly connector syncs continuously to ensure sales gets leads and data on the latest interactions, as they happen.

Leads sync and de-duplicate in both directions, so as your sales team adds people directly into Insightly, you will not run into the data duplication issues in Marketo which you'll get with one-way sync processes.

Get Marketo & Insightly acting as one

Bedrock Data helps you align your sales & marketing process by managing workflows & controlling rules for when data syncs between Marketo & Insightly - with no coding required.

Enable key Marketo features including interesting moments & Revenue Cycle Analytics

Leverage Marketo to manage interesting moments rules, and sync those as activities to Insightly so that your sales reps have visibility. Also pull back opportunity data from Insightly to leverage in Marketo Revenue Cycle Analytics.

Wizard setup to manage your data mappings & rules

You don’t need coding or a technical background to manage your Marketo-Insightly integration.

Bedrock Data allows you to map fields across systems and control rules such as system of record for each field.

Features

Contact sync, de-duped both ways

Sync Marketo People records bi-directionally with CRM. De-dupe in both directions, so contacts added to CRM will align with existing Marketo records.

Marketo data viewed natively in CRM

Map Marketo fields & Interesting Moments (to CRM tasks/activities) so sales reps can see key Marketo info on the CRM records they use every day.

Sync Opportunity data to Marketo

Sync Opportunity data from CRM to Marketo, powering Revenue Cycle Analytics. Report on your closed loop marketing metrics through to sales results.

Interface to manage field mappings

Adjust mappings and rules for syncing data, yourself. Support for all objects including People, Accounts, Opportunities & Interesting Moments.

Add systems as part of sync engine

Additional integrations can be managed via the same centralized sync process. Bedrock offers 50+ connectors which can be added with no code.

Option for cloud data warehouse

In addition to syncing data, we provide the option to sync your normalized data to a cloud data warehouse (SQL) for corporate dashboards & BI.

Max Limit (6 Features)

Integration

We know Marketo. We know Insightly. Our Boston, MA based team eats, sleeps, and breathes integrations. With our included onboarding process, we'll get your integration running quickly & easily- never any coding or IT involvement required.

The Marketo + Insightly Integration from Bedrock Data enables all of the key use cases between both systems. The Bedrock Data platform also helps you clean up your databases with included duplicate reports.

If you'd like to talk with us, you can schedule a conversation with one of our specialists at this link or chat with us live at BedrockData.com.