If you need to connect multiple CRMs, middleware tools are a good option. These act as a bridge between Marketo and your various CRMs, allowing data to flow between them. You can connect your primary CRM (likely the one used for your large BU with most records) with Marketo via the native integration and connect the rest via the middleware application.
Some well-known middleware solutions for multi-CRM integrations include:
- Zapier
- Workato
- Tray.io
- Boomi
- Informatica
- Mulesoft
This is a fairly large undertaking, and you'd need to be vigilant during the integration for it to go smoothly. Consider the following points:
- Clearly define your data mapping needs between Marketo and each CRM.
- Create high-level and detailed data flow diagrams and schema.
- Consider the scalability of the solution to accommodate future growth.
- Discuss ongoing maintenance and support with potential consultants.
- Test..Test..Test to ensure that all the CRMs are integrated correctly with the Marketo instance, and data flows as intended.