Process Street + Marketo Integration

Integrate Marketo to Process Street in one click, or tell Integrately AI how you want each workflow run handled. Complete your operational tasks, update your Marketo records, sync your customer data, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street Instant
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2.
  • Process Street
    Approve or Reject Task in Process Street
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    List Tasks in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    Update Task in Process Street
  • Process Street
    List Comments in Process Street
  • Process Street
    Create Task Comment in Process Street
  • Process Street
    Update Comment in Process Street
  • Process Street
    Delete Comment in Process Street
  • Process Street
    Create Data Set Record in Process Street
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Run workflow in Process Street
  • 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 WorkflowsReady Workflows   for Process Street + Marketo Integration

Update Marketo records, capture completed workflow runs, sync data, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Marketo + Process Street flow

Sync customer data with your CRM, alert your team on messaging apps, and keep all your project records aligned after every workflow update. Pick a combination and activate it in one click.

Process Street
Marketo
+
SalesforceSalesforce (4)
+
AirtableAirtable (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
P
M
S
When a Process Street workflow run is completed, create or update a Marketo person, and create a contact in Salesforce.
Completed Process Street workflows instantly update your Marketo records and create matching contacts in Salesforce without manual exports.
P
M
S
When a Process Street task is ready, search person in Marketo and update the record in Salesforce.
Find existing Marketo profiles when tasks become ready, and keep your Salesforce records updated automatically.
P
M
S
When a Process Street data set record is created, add the person to a Marketo list and create an opportunity in Salesforce.
New data set entries in Process Street instantly segment Marketo leads and generate matching opportunities in Salesforce.
P
C
M
S
Use Claude to summarise completed Process Street workflow data, update Marketo, and log the summary in Salesforce.
Let Claude process workflow output notes before updating Marketo records and logging summaries in Salesforce.

Supported triggers and actions for Process Street and Marketo

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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Update Run workflow in Process Street
Update details of an existing run workflow.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Assign Task to User in Process Street
Assign a user to a task.
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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Update Task in Process Street
Update task fields and status.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Create Task Comment in Process Street
Create a new comment on a task.
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Update Comment in Process Street
Update an existing comment.
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Delete Comment in Process Street
Delete an existing comment.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Run workflow in Process Street
Runs a workflow
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Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
Try it →
Add Person to a list in Marketo
Adds a person to a list or group
Try it →
Search person in Marketo
Retrieves information about a person
Try it →
Create or update custom object record in Marketo
Creates or updates a custom object record
Try it →
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 Marketo + Process Street?

Streamline customer engagement and operational checklists by connecting Marketo and Process Street for real-time synchronization.

What you can automate?
🔄
Sync completed workflow runs to Marketo records
Automatically create or update Marketo person profiles the moment a Process Street workflow run is completed. Eliminate manual data entry and ensure your marketing database always reflects current operational progress.
📋
Capture every submitted checklist field
Map detailed task responses and data set entries from Process Street directly into Marketo custom objects and opportunities. Your CRM records capture complete context instead of just basic contact details.
🔔
Alert your team instantly on task updates
Notify relevant team members in Slack or email the second an operational workflow run finishes or a key task becomes ready. Keep cross-functional departments aligned without manual status check-ins.
🔀
Route records based on submitted criteria
Trigger different Marketo actions or list additions depending on the specific tier, region, or priority selected in your Process Street workflows. Send customized updates to the right teams automatically.
📑
Keep records up to date as tasks change
Automatically update existing Marketo person profiles and opportunities whenever checklist items are checked or data set records are modified in Process Street. Maintain pristine data hygiene across platforms.
🔍
Search and update instead of creating duplicates
Search for existing Marketo records using workflow data before creating new entries, preventing duplicate person profiles in your marketing platform. Keep your database clean and organized.
⏱️
Handle later status changes and completions
Trigger downstream marketing actions when operational workflows reach final completion stages or custom approval milestones. Automate your post-completion engagement sequences effortlessly.
🔗
Extend your workflow to trusted third-party apps
Connect your core Marketo and Process Street automation to Slack, Salesforce, Google Drive, or Asana to build complete multi-step pipelines that span your entire tech stack.
And much more...

Who is Marketo + Process Street integration for?

Operations managers, marketing directors, and project leads connecting Marketo to Process Street eliminate manual data silos and keep customer engagement workflows perfectly synchronised.

Marketing operations directors
Marketing operations directors
Customer success managers
Customer success managers
Project coordinators
Project coordinators
Operations leads
Operations leads
Campaign specialists
Campaign specialists
Compliance officers
Compliance officers
📈
Marketing operations directors
You're reviewing campaign metrics in Marketo but your completion tracking depends on manual checklist exports, so your engagement reports are always a few hours behind — automating both apps means every completed workflow run updates your marketing records instantly and your analytics stay current.
Customer success managers
You need to act fast when onboarding workflows finish, but manual data transfers delay your follow-ups — connecting these apps means every finished run updates your Marketo records immediately so your team can engage without delay.
📊
Project coordinators
You answer to stakeholders who want real-time visibility into process progress, but updating CRM and marketing records by hand causes constant bottlenecks — this integration means every workflow update flows straight into your databases automatically.
⚙️
Operations leads
The volume of client checklists and engagement tasks is too high for anyone to keep up by hand, leading to missed updates across systems — automating both apps means your Marketo database stays perfectly synchronised with every completed Process Street task.
🤝
Campaign specialists
You depend on upstream operational handoffs to trigger email lists and lead segments, but manual delays stall your campaigns — connecting these apps means completed runs update your Marketo lists the exact second they finish.
🗂️
Compliance officers
You need a reliable audit history of every client interaction and process step, but manual recordkeeping leaves frequent gaps — automating both apps means every task completion is logged accurately across your entire tech stack.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Process Street + Marketo

Build and manage your Process Street + 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 Process Street + 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
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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 Marketo to Process Street?
Frequently Asked Questions
You can connect Marketo to Process Street in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Slack, HubSpot, and 1,500+ other apps.
Can I automatically update Marketo person records when a Process Street workflow run finishes?
Frequently Asked Questions
Can I connect Marketo, Process Street, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Marketo and Process Street?
Frequently Asked Questions
How are Marketo person records updated during workflow runs?
Frequently Asked Questions
Can I track Process Street data set records in Marketo?
Frequently Asked Questions
Do I need coding skills to automate Marketo and Process Street?
Frequently Asked Questions
Is the Marketo and Process Street integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Marketo or Process Street With 1500+ Other Apps

Marketo
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Process Street
Popular Process Street Integrations
Sync Process Street with project management systems, document repositories, and communication channels to streamline operations.