Marketo + NetSuite Integration

Marketing generates leads. Sales closes deals. Finance recognizes revenue. But if your marketing automation platform and your ERP do not talk to each other, you are left with fragmented data and no clear view of what marketing efforts actually drive revenue. Marketo is the enterprise standard for marketing automation, and NetSuite is your system of record for customers and transactions. The Marketo + NetSuite integration connects these systems so you can track a lead from first touch through closed deal and into lifetime customer value.

How Marketo + NetSuite Works

The integration creates a bidirectional data flow between Marketo's marketing automation platform and NetSuite's CRM and ERP. Leads and contacts sync between systems, campaign engagement data enriches NetSuite records, and customer transaction data flows back to Marketo for smarter segmentation and scoring.

Here is how the data flows:

1. New leads captured in Marketo through forms, events, or imports sync to NetSuite as leads or prospects
2. Lead scoring calculated in Marketo updates the corresponding NetSuite record in real time
3. When sales converts a lead in NetSuite, the status change syncs back to Marketo
4. Campaign membership and engagement data from Marketo enrich NetSuite contact and customer records
5. Transaction data from NetSuite, such as orders and invoices, feeds back to Marketo for customer lifecycle campaigns
6. Marketing attribution data connects campaigns to revenue for closed-loop reporting

Both systems maintain their respective roles: Marketo handles marketing engagement and automation, NetSuite handles CRM and financial transactions. The integration ensures neither team works with stale or incomplete data.

Key Features

• Bidirectional lead sync: Leads created in either Marketo or NetSuite automatically appear in the other system with all relevant fields mapped
• Lead scoring passthrough: Marketo's behavioral and demographic scoring syncs to NetSuite so sales teams can prioritize without switching systems
• Campaign attribution: Marketo campaign membership and engagement metrics map to NetSuite records, enabling revenue attribution by campaign, channel, and touchpoint
• Customer lifecycle data: NetSuite purchase history and transaction data flows to Marketo for post-sale nurture campaigns, upsell targeting, and churn prevention
• Custom field mapping: Any standard or custom field in either system can be mapped, including multi-select fields, date fields, and calculated values
• Duplicate management: Configurable matching rules prevent duplicate records when leads exist in both systems from different sources

Common Use Cases

Closing the marketing-to-revenue loop. Marketing teams need to prove ROI. With campaign data from Marketo linked to actual revenue in NetSuite, you can report on which campaigns generated pipeline and which generated closed revenue, not just leads.

Enabling sales with marketing intelligence. When a lead reaches sales-ready score in Marketo, the NetSuite record updates immediately. Sales sees the score, recent engagement history, and content interactions without logging into Marketo.

Post-sale marketing automation. Customer data in NetSuite, such as products purchased, contract value, and renewal dates, drives targeted campaigns in Marketo. Welcome series, onboarding sequences, and renewal reminders trigger based on actual transaction events.

Account-based marketing execution. For B2B companies running ABM strategies, the integration keeps account-level engagement data aligned between Marketo and NetSuite, enabling coordinated marketing and sales outreach.

Getting Started

Marketo + NetSuite integration typically takes 4-8 weeks to implement, depending on the complexity of your lead lifecycle, number of custom fields, and volume of historical data to migrate. We start with a field mapping workshop, define sync rules and conflict resolution logic, and test with a subset of records before opening the floodgates.

The most important upfront decision is defining which system is the master for each data element. Getting that right prevents sync conflicts and data quality issues down the road.

Talk to us about Marketo integration

Frequently Asked Questions

Which system should be the master for lead and contact data?expand_more

Can we sync Marketo engagement data to NetSuite custom records?expand_more

How does the integration handle Marketo programs versus campaigns in NetSuite?expand_more

What about data volume and API limits?expand_more

Can this integration support multi-touch attribution models?expand_more