Leads

Selectively choose which Marketo Leads sync to Acumatica (e.g. qualified leads) using Marketo automation workflows, lists, and identifying field criteria.  

Prospects

Sync Marketo Leads and Business Accounts as prospects are created and leads are converted in Acumatica.

Customers & Companies

Continue to engage with Customers through Marketing Automation, syncing Customer Information to Marketo companies and linking them to Marketo Leads and Acumatica Contacts.

Contacts

Sync closed won customers and their contacts to linked Marketo companies and Marketo Leads.  Leads automatically start syncing with Contacts as they evolve through the sales process.

Opportunities

Sync opportunity information to Marketo and take advantage of additional Marketo workflows and automations and opportunity analyzers to help close new business.

Custom Objects

Additional data from Acumatica, such as order and item data or other custom records, can be synced to Marketo Custom Objects so they can also be used in Marketo workflows.