Examples: Automating Marketo Research & Insights with Tonkean

For enterprise operations professionals in marketing, IT, or procurement, managing and extracting actionable insights from Marketo can be a daunting challenge. The Search Marketo Agent template from Tonkean is designed to automate and orchestrate the process of researching and providing insights across all Marketo entities—including Campaigns, Export Jobs, Leads, Smart Lists, and Static Lists. By leveraging Tonkean’s powerful automation platform, organizations can eliminate manual effort, reduce errors, and unlock real-time data-driven decision making.

1. Automated Marketo Campaign Analysis

Marketing operations teams often need to analyze campaign performance, track engagement, and report on ROI. Traditionally, this requires manual navigation through Marketo’s UI, exporting data, and compiling reports. With Tonkean’s Search Marketo Agent, you can:

• Automatically retrieve and summarize campaign metrics across multiple workspaces.
• Integrate with Google Sheets or Smartsheet to generate up-to-date dashboards.
• Trigger alerts in Microsoft Teams or Slack when campaigns meet or miss KPIs.

This orchestration not only saves hours of manual work but also ensures that stakeholders always have access to the latest insights.

2. Real-Time Lead Research & Smart List Insights

Sales and marketing teams often need to quickly research leads or analyze Smart Lists for targeted outreach. Tonkean’s template enables:

• On-demand search for leads based on custom criteria, with results delivered directly to your preferred communication channel.
• Automated aggregation of Smart List membership and segmentation data, supporting more personalized marketing strategies.
• Seamless integration with CRM platforms like Salesforce to enrich lead profiles and trigger follow-up actions.

By centralizing this research process, Tonkean empowers teams to act faster and more strategically.

3. Export Job Monitoring & Reporting

Exporting data from Marketo for compliance, analytics, or integration purposes can be error-prone and time-consuming. The Search Marketo Agent can:

• Monitor export jobs and notify stakeholders upon completion or failure.
• Automatically transfer exported files to enterprise storage solutions like Box, Dropbox, or Amazon S3.
• Log export activity in audit trails for compliance and governance.

This level of automation ensures data integrity and accelerates downstream processes.

4. Cross-Platform Orchestration & Integration

Tonkean’s composable architecture allows you to integrate Marketo insights with other enterprise systems, such as procurement platforms, legal intake tools, or IT service desks. For example:

• Route high-value lead insights to procurement for partner onboarding.
• Trigger legal review workflows when campaigns involve regulated content, leveraging LegalWorks.
• Sync campaign data with IT ticketing systems for technical support or troubleshooting.

This orchestration breaks down silos and drives organization-wide efficiency.

5. No-Code Customization for Enterprise Ops Teams

With Tonkean’s no-code process builder, operations professionals can tailor the Search Marketo Agent to their unique requirements—without writing a single line of code. Easily customize workflows, set up approval cycles, and manage access controls to fit your organization’s governance needs. Learn more about how Tonkean empowers ops teams in this blog post.

Unlock the Power of Automated Marketo Insights

Tonkean’s Search Marketo Agent template is the ultimate solution for enterprises seeking to automate, orchestrate, and optimize their Marketo research and reporting processes. By connecting Marketo with your broader tech stack and leveraging intelligent automation, you can:

• Accelerate decision-making with real-time, accurate insights.
• Reduce manual effort and operational risk.
• Enable seamless collaboration across marketing, sales, procurement, legal, and IT.

Ready to transform your Marketo operations? Get started with Tonkean today, or explore more about AI and automation for operations.