INTEGRATIONS

Unlock more pipeline from every Marketo lead

Connect Marketo with Expertise AI to convert more visitors, nurture better, and empower your sales team, all while keeping Marketo as your single source of truth.

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Marketo Integration

Trusted by leading sales & marketing teams of all sizes

Rating
Best Support QualityHigh PerformerMomentum Leader
UserGems
Naturgy
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Viventium
Processfusion
Safe Software
Case study
4kraft
Agora
Infigo
Cognna

How Expertise AI supercharges your Marketo workflows

How Expertise AI supercharges your Marketo workflows
Background

It's not just smarter automation, it helps teams capture, qualify, and route leads more effectively.

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How the Integration works

Full Marketo forms rendered inside chat

Form questions can be asked conversationally and the response rate will be much higher

Marketo stays "the brain". All AI agent actions are governed by Marketo logic.

Top Use Cases For Marketo + Expertise AI

USE CASE #1

Conversational Marketo Forms

Show Marketo forms in chat and ask questions conversationally, driving much higher completion rates and cleaner data for your nurture streams

Conversational Marketo Forms

USE CASE #2

Instant Qualification & Routing

Instantly qualify and assign leads using Marketo's scoring, while Expertise AI captures and delivers all qualifying details through real-time sync

Instant Qualification and Routing

USE CASE #3

Hyper-Personalized Chat Experiences

Tailor every conversation dynamically using Marketo segments (region, stage, past engagement, campaign membership, etc.) for better conversion

Hyper-Personalized Chat Experiences

USE CASE #4

Live Engagement Signals Into Marketo

Push every question, answer, engagement, and intent signal from chat into Marketo, feeding your Smart Campaigns and nurturing flows with rich behavioral data

Live Engagement Signals Into Marketo

USE CASE #5

Native Attribution And Lead Management

All your source, campaign, and touchpoint data stays consistent, and Marketo's lifecycle and suppression rules still decide what happens to each lead

Native Attribution And Lead Management

Integrations

HubSpot
CRM

Enrich, track, and manage inbound leads by syncing conversations and lead data directly into HubSpot CRM.

Salesforce
CRM

Sync leads, track conversations, and update records in Salesforce automatically for complete pipeline visibility.

Zapier
CRM

Automate workflows by connecting AI-driven interactions with thousands of apps via Zapier.

Webhook
CRM

Receive real-time lead data and chat events through secure webhooks for custom automation.

LeanData
CRM

Automate lead routing so new prospects and form fills are instantly assigned to the right sales reps.

Marketo
CRM

Sync form fills and leads data to automate lead nurturing and pass qualified leads to your CRM for routing and follow-up.

Messenger
Messaging

Engage website visitors and respond to leads instantly through Facebook Messenger chat integration.

WhatsApp
Messaging

Connect with prospects on WhatsApp, automating conversations and follow-ups directly in their favorite messaging app.

Instagram
Messaging

Qualify and engage inbound leads via Instagram DMs with seamless AI-powered messaging.

Google Calendar
Messaging

Automatically schedule meetings between prospects and your sales team using real-time Google Calendar integration.

Background

The average B2B SaaS website converts only 1.7% of visitors into leads.

Backed by enterprise grade security & privacy

Expertise AI is SOC2 TypeII and GDPR compliant giving you the best in class support and privacy. This includes complete safeguard of your data with state of the art encryption

  • Expand your business globally – we'll take care of your compliance with local regulations
  • Support your customer base with opt-out and DNC support
  • All customer data is protected with industry-standard encryption in transit and at rest
GDPR
AICPA-SOCCCPA

Frequently Asked Questions

Expertise AI renders Marketo forms natively inside chat or captures form data conversationally, boosting engagement and form completion rates by up to 5x. Integration happens in real-time via API, preserving all Marketo workflows and validations.

Capture more leads and drive pipeline growth, without disrupting your marketing ops