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Pavan_Peri
Pavan_Peri
New Participant
October 30, 2018
Solved

Cannot see CRM option under integrations

  • October 30, 2018
  • 2 replies
  • 4113 views

We are working on integrating Salesforce with Marketo but I cannot see CRM option under integrations. Am I missing a setting?

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Best answer by falvares

Hey Pavan,

Is it a possibility that you have not included the "native integration" as part of your Marketo subscription plan? That would probably mean that the CRM element is missing.

However, what I would recommend is also raising a support case to ensure that they can look at your instance and potentially identify if there is a support issue.

Thanks

Floyd

2 replies

A
Anonymous
October 30, 2018

Do you have an active version of Marketo running that had an integration with a CRM previously? Are you now trying to add Salesforce later? To do a CRM integration, it has to be done at the start. One of the first questions when Marketo goes live is, would you like to connect this to Salesforce or to Dynamics. You can't then switch later once you get past this. If you migrate from Salesforce to Dynamics at a later date, you need to get a new instance of Marketo.

Please note: there is a beta program if you work directly with Marketo Professional Services that may be able to help, but it is a pricey venture, though not nearly as pricey as losing your activity data or having to try and save it via custom objects.

Pavan_Peri
Pavan_PeriAuthor
New Participant
October 30, 2018

Hi Chris,

Thank you for your response. I am thinking maybe it wasn't enabled for us in the first place as it is a new instance. Not sure why that happened. I have reached out to my account executive for an answer.

F
falvaresAccepted solution
Employee
October 30, 2018

Hey Pavan,

Is it a possibility that you have not included the "native integration" as part of your Marketo subscription plan? That would probably mean that the CRM element is missing.

However, what I would recommend is also raising a support case to ensure that they can look at your instance and potentially identify if there is a support issue.

Thanks

Floyd

    Sonali_Jadeja3
    Sonali_Jadeja3
    New Participant
    October 30, 2018

    Hi Pavan,

    This option may not have been visible for the user role you have as marketo user. Have you checked if you have unrestricted Admin access in Marketo or not?

    Pavan_Peri
    Pavan_PeriAuthor
    New Participant
    October 30, 2018

    Hi Sonali,

    Thank you for your response. I am an admin and I do have complete access to the instance. I am thinking maybe it wasn't enabled for us in the first place as it is a new instance.

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