Overview

This article explains how to send new lead data from Reachdesk Landing Pages into Marketo using Zapier.

You’ll use this workflow when you want to capture lead details from a Reachdesk Landing Page and create or update those leads in Marketo. This involves a manual export of your lead data which is then processed through Google Sheets and Zapier.

Important: To use Marketo in Zapier, you’ll need a paid Zapier plan because Marketo is a premium app.

Before You Start

Make sure you have:

• Admin or Campaign Manager permissions in Reachdesk

• A Zapier account with a paid plan

• A Google Sheets spreadsheet to hold your Reachdesk lead data

• Access to your Marketo instance with Read-Write Person, Read-Write Activity, and Read-Write Program permissions

Workflow Summary

The setup has 4 parts:

1. Export lead data from Reachdesk Landing Pages

2. Upload the CSV into Google Sheets

3. Build a Zap in Zapier

4. Test the Zap and publish it

Export Lead Data from Reachdesk

To get your lead data out of the platform:

1. Navigate to the Sends tab in Reachdesk

2. Use the filters to select the relevant Landing Page campaign

3. Click the Download as CSV button

4. Save the file to your computer

If you use a separate lead routing tool, you can export the CSV and process it in your own system instead of using Zapier.

Upload the CSV to Google Sheets

1. Create or open a Google Sheets spreadsheet

2. Import or paste the exported Reachdesk CSV data into the sheet

3. Make sure the spreadsheet includes all the fields you want to send to Marketo. For physical gift sends, you’ll need:

   • Email

   • First Name

   • Last Name

   • Address

   • City

   • State/Province

   • Country

   • Zip/Postal Code

Create the Zap in Zapier

Step 1: Create a new Zap 

In Zapier, click Create Zap.

Step 2: Set Google Sheets as the trigger

1. Choose Google Sheets as the trigger app

2. Set the trigger event to New or Updated Spreadsheet Row

3. Sign in to your Google account

4. Select the spreadsheet and the specific worksheet containing your lead data

5. Choose a test record from the sheet

Step 3: Choose the Marketo action

1. Add an action step to the Zap

2. Choose Marketo as the app

3. Set the action event to Create or Update Lead

Step 4: Connect your Marketo account

1. Sign in to Marketo in Zapier using your Marketo credentials

2. This authorizes Zapier to send data from Google Sheets into your Marketo instance

Map Google Sheets Fields to Marketo

In the Marketo action step, map the fields from Google Sheets to the correct fields in Marketo.

1. Field to Match: Select Email

2. Standard Fields: Map First Name, Last Name, and Email

3. Address Fields: Map the address, city, state, country, and zip code fields to ensure physical gifts can be tracked correctly in your CRM

4. Acquisition Program: If you use an acquisition program, map this value as part of the action setup

Test and Publish the Zap

Step 5: Test the integration 

Run a test in Zapier and confirm:

• The test row from Google Sheets is sent successfully

• A lead is created or updated in Marketo

• All address and contact field mappings appear correctly in the Marketo record

If the test succeeds, publish the Zap.

Update Your Landing Page Disclaimer

Once the integration is live, you'll need to update the disclaimer on your Reachdesk Landing Page to inform recipients that their information will be stored in your CRM.

Frequently Asked Questions

Do I need a paid Zapier account to connect Marketo? 

Yes. Marketo is a premium app in Zapier, so you’ll need a paid Zapier plan.

What should I use as the matching field in Marketo?

Always use Email as the Field to Match.

Can I use this process without Zapier? 

Yes. If you use your own lead routing tool, you can export a CSV from Reachdesk and process it outside of Zapier.

What if I need help setting up this workflow? 

If you need help with this setup or a more complex process, you can book time with our Solutions Engineering Team here.