Float + Marketo Integration

Integrate Float to Marketo in one click, or tell Integrately AI how you want each resource handled. Track billable hours, update marketer records, create opportunities, and sync project data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
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2.
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Ready Workflows Ready Workflows for Float + Marketo Integration

Sync resource profiles, create Marketo contacts when projects start, update logged time records, and track opportunities, all in just one click.

  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Marketo flow

Sync customer records to your CRM, alert team members in chat, log project data in spreadsheets, and trigger automated follow-ups. Pick a combination and activate it in one click.

Float
Marketo
+
SalesforceSalesforce (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
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AsanaAsana (8)
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Google SheetsGoogle Sheets (8)
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GmailGmail (8)
F
M
S
Add every new Float person to Marketo, and create a matching contact in Salesforce
New team members created in Float appear in Marketo and Salesforce instantly, keeping your resource and CRM databases aligned.
F
M
S
Create a Marketo opportunity for every Float project, and log a task in Salesforce
Float projects automatically generate opportunities in Marketo and tasks in Salesforce for seamless pipeline tracking.
F
M
S
When a Float project is updated, update the Marketo custom object and sync Salesforce
Project updates in Float flow directly into Marketo custom objects and update your Salesforce account records.
F
M
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Log Float time entries in Marketo and create a follow-up task in Salesforce
Logged time updates in Float trigger Marketo searches and create operational tasks in Salesforce.
F
M
S
If a Float project is marked billable, create a Marketo opportunity and Salesforce deal
Billable projects in Float automatically establish revenue opportunities in Marketo and deals in Salesforce.
F
M
S
When a Float task is created, update the Marketo opportunity and sync Salesforce
New tasks in Float update Marketo opportunities and keep Salesforce task lists current.
F
M
S
Use Claude to evaluate Float project scope, update Marketo, and create a Salesforce record
Claude reviews new Float project briefs, updates Marketo opportunities, and logs records in Salesforce.
F
M
S
S
When Person is created in Float, update Marketo, create a Salesforce contact, and notify Slack
New team members in Float update Marketo, create Salesforce contacts, and send Slack alerts.

Supported triggers and actions for Float and Marketo

Mix and match to build the exact automation you need

Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
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Add Person to a list in Marketo
Adds a person to a list or group
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Search person in Marketo
Retrieves information about a person
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Create or update custom object record in Marketo
Creates or updates a custom object record
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Create or update opportunity in Marketo
Creates or updates a sales opportunity
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Search Opportunity in Marketo
Searches for a opportunity
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Search custom object record in Marketo
Searches for a custom object record
Try it →

What can you automate with Float + Marketo? CZ

Streamline your resource scheduling and marketing engagement workflows with powerful, automated actions.

What you can automate?
🔄
Sync team resources and opportunities automatically
Instantly create Marketo records and opportunities whenever new persons or projects are added in Float. Eliminate manual data entry and keep your revenue pipeline synchronized with team capacity.
📋
Capture every submitted project and task field
Map detailed project scopes, task metadata, and custom fields from Float into Marketo custom objects. Ensure your marketing database contains comprehensive records for every initiative.
🔔
Notify your team as soon as schedules change
Alert stakeholders instantly via chat or email when project timelines or team allocations are updated in Float. Keep everyone informed without checking multiple dashboards.
🔀
Route data conditionally based on project criteria
Execute different automation paths depending on whether a Float project is marked billable, urgent, or enterprise tier. Direct information to the right campaigns and teams effortlessly.
🔄
Keep your destination records continuously updated
Automatically update Marketo opportunities and custom objects whenever project parameters or task statuses shift in Float. Your marketing records reflect active schedules in real time.
🔍
Search and upsert records to prevent duplicates
Search for existing persons and custom objects in Marketo before creating new entries. Keep your database clean by updating current records rather than generating redundant profiles.
⏱️
Handle time tracking and milestone changes
Trigger automated workflows when logged time entries are created or updated in Float. Feed precise utilization hours directly into Marketo custom objects and tracking reports.
🔌
Extend your workflow to Slack or Salesforce
Connect your core Float and Marketo automation with tools like Slack or Salesforce to broadcast alerts, create tasks, and maintain cross-platform operational harmony.
And much more...

Who is Float + Marketo integration for?

Resource managers, marketing directors, and operations leads rely on this integration to eliminate manual data entry, keep CRM records accurate, and track project opportunities in real time.

Performance marketers
Performance marketers
Resource managers
Resource managers
Agency account managers
Agency account managers
Operations leads
Operations leads
Sales executives
Sales executives
Project controllers
Project controllers
📈
Performance marketers
You're running marketing campaigns based on resource allocation data, but your tracking records only update when someone manually exports schedules, so the campaign numbers you're reviewing are always outdated — this integration means every new Float project updates your Marketo records instantly and your analytics stay current.
Resource managers
You need to allocate team members across projects instantly, but scheduling changes take hours to reflect in your CRM, leaving sales teams uninformed — automating both apps means every person created in Float updates Marketo records instantly so your entire team stays aligned.
🤝
Agency account managers
You answer to clients who want immediate visibility into project progress, but manual handovers between resource planning and CRM tools cause costly delays — connecting these apps means every project milestone in Float updates Marketo opportunities right away.
⚙️
Operations leads
The volume of time entries and project updates is too high for anyone to keep up by hand, leading to frequent data gaps between scheduling and marketing tools — this integration means every time log flows into Marketo automatically without manual copying.
🎯
Sales executives
You own follow-up opportunities and depend on resource teams to hand over project data, but delayed updates cause missed engagement windows — automating both apps means every Float project update creates or updates Marketo opportunities instantly.
📋
Project controllers
You need a reliable audit history of billable hours and resource allocations, but manual record-keeping results in missing entries — connecting these apps means every logged time entry updates Marketo custom objects with complete accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Float + Marketo

Build and manage your Float + Marketo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Float + Marketo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Float to Marketo?
Frequently Asked Questions
You can connect Float to Marketo in one click using Integrately, linking apps like Slack, Salesforce, and Google Sheets effortlessly with Integrately AI.
Can I automatically create Marketo records when new persons are created in Float?
Frequently Asked Questions
Can I connect Float, Marketo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Marketo?
Frequently Asked Questions
How does Float handle new project creation in Marketo?
Frequently Asked Questions
Can Marketo opportunities be updated when logged time changes in Float?
Frequently Asked Questions
Do I need coding skills to automate Float and Marketo?
Frequently Asked Questions
Is the Float and Marketo integration free?
Frequently Asked Questions
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You Can Also Connect Float or Marketo With 1500+ Other Apps

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Marketo
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