This article lists the Marketo fields that Reachdesk accesses, the level of access used, and the prerequisites required to establish a successful connection.

Prerequisites

Before Reachdesk can sync data with Marketo, the following steps must be completed:

• Admin Setup: A Marketo Admin must create a custom service (LaunchPoint) and an API user with the necessary permissions to allow Reachdesk to interface with your Marketo instance.

• User Authorization: The integration is established on a per-user basis. Each user must individually link their account by navigating to Account > Integrations in the Reachdesk platform and selecting Link Account for Marketo.

Marketo fields Reachdesk accesses

Field access summary

Fields Reachdesk reads

Reachdesk reads the following Person fields in Marketo to pull contact and lead data in real-time, reducing manual entry during the sending process:

• First Name & Last Name

• Company Name

• Email Address

• Physical Address (including City, State, Postal Code, and Country)

Fields Reachdesk writes

Reachdesk updates the following data points to help you track campaign success:

• Program Member Status: Reachdesk writes to the Program Member object. When a recipient's status changes (e.g., they claim a gift), Reachdesk updates their status within the specific Marketo Program associated with that campaign.

• Activity Logging: Reachdesk creates Custom Activities in Marketo to log specific gifting milestones, such as "Gift Sent" or "Gift Delivered," directly onto the person's activity log.

Frequently Asked Questions

Which Marketo objects does Reachdesk access? 

Reachdesk accesses the Person object for identity and shipping data, and the Program Member object to update campaign statuses.

Does Reachdesk both read and write Marketo fields? 

Yes. Reachdesk reads multiple Person fields to facilitate sends and writes to the Program Member Status and Custom Activities to ensure your reporting is up to date.