How to Connect Marketo with Salesforce

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to install the Marketo Salesforce integration via AppExchange.

Quick summary

This demo walks through how to install the Marketo Salesforce integration from Salesforce AppExchange into a sandbox environment. It covers every step from finding the package to confirming installation under Installed Packages in Salesforce Settings.

Steps

Go to Salesforce AppExchange, search for ZoomInfo, and click the Try It Free button.
Select Try in your sandbox to begin the sandbox installation flow.
Verify your account information is correct, then click Continue to Installation.
Click Log In & Install to authenticate with your Salesforce account.
Click Use Custom Domain and enter your Salesforce custom domain.
Enter your custom domain name and click Continue to proceed.
Select who you are installing the app for, click Install, grant Third Party Access, and click Continue.
Confirm the installation by locating your app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Connecting Marketo with Salesforce is one of the most critical integrations for B2B revenue teams, enabling seamless lead handoff, real-time data sync, and closed-loop reporting between marketing and sales. Installing the Marketo Salesforce integration via AppExchange gives sales reps instant visibility into marketing engagement data directly inside Salesforce, so they can prioritize outreach based on buyer intent signals. Without this integration, marketing and sales operate in silos, resulting in lost leads and misaligned pipeline reporting. This step-by-step demo removes the guesswork from the installation process, helping teams get the integration live quickly and start driving aligned revenue outcomes faster.

Your product deserves an interactive demo

Start free

How to Add Help Text in Salesforce

How to Add Company Logo to Salesforce Lightning

How to Add Company Logo to Salesforce Lightning