Install the Marketo – Microsoft Dynamics 365 CRM quickstart integration template

This article explains how to install the Marketo – Microsoft Dynamics 365 CRM quickstart integration template. 

Before you install

A. Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access to install the Marketo – Microsoft Dynamics 365 CRM template.

Find and install the Marketo – Microsoft Dynamics 365 CRM template from the marketplace

To install the Marketo – Microsoft Dynamics 365 CRM template:

1. Navigate to integrator.io > Marketplace.
2. From the available templates, select either Marketo or Microsoft Dynamics 365 CRM.
3. Find the Marketo – Microsoft Dynamics 365 CRM template and click Preview. The Install template page appears.
4. Review the template’s contents and the ReadMe file, and click Install now to begin.

Set up the connections and integrate with Marketo and Microsoft Dynamics 365 CRM

To install the integration, complete the following steps:

Step 1: Connect to Marketo

Click Configure to set up the Marketo connection. If you have already set up a connection to Marketo, select Use existing connection and choose it from the Connection list. Otherwise, click Set up new connection and provide your Marketo account credentials.

Step 2: Connect to Microsoft Dynamics 365 CRM

Click Configure to set up the Microsoft Dynamics 365 CRM connection. If you have already set up a connection to Microsoft Dynamics 365 CRM, select Use existing connection and choose it from the Connection list. Otherwise, click Set up new connection and provide your Microsoft Dynamics 365 CRM account credentials.

Step 3: Copy resources now from the template zip

Click Install to create all 2 flows in your application.

Get started with the quickstart template

Now that you’ve installed the quickstart template in your integrator.io account, learn how to configure and run your flows:

• For more information on using integration tiles, see Use your integration tile.
• For more information on how to schedule or run a flow, see Schedule data flows.
• For more information on how to use the flow dashboard, see Dashboard tab.
• For more information on template management, see Delete or restore a quickstart integration template.