Integrating OneInsight via a link
In order to implement OneInsight to your CRM system, a link needs to be generated and implemented on either the lead or the contact object.
Note: EMAIL_ADDRESS needs to be replaced with the email address of the contact or lead in the CRM system. OneInsight also supports custom deduplication logic in Marketo with additional identifiers.
OR by Marketo ID
The generated link can be shown on e.g. the contact or lead detail page in the CRM. By clicking on this link, users will be redirected to OneInsight where they will be able to see all activities.
Please note that OneInsight can also be integrated into any other tool by following the same instruction.