Use case: Sync customer identities with CRM and marketing tools

Summary

Problem: To track and engage consumers, add Okta-managed customer identities into marketing and CRM tools such as Salesforce and Marketo. While some apps have out-of-the-box integrations for provisioning, they are more often oriented towards managing user information, not leads or contacts.

Solution: Like workforce provisioning and deprovisioning use cases, use Workflows to create, update, and delete contacts in a third-party tool when specific lifecycle events occur. For example, when an Okta profile is registered, updated, or deleted, a lead is created, deleted or deactivated, or specific lead details are updated in Marketo.

Example Applications: Salesforce, Marketo, Hubspot, and Shopify. For the full list of available Workflows connectors, see Connectors.

Sample Flow 1

Sample Flow 2

Sample Flow 3

Guidelines and limitations

  • This type of solution is recommended for steady-state synchronization of data and full imports.
  • At high volumes, be aware of daily event hook limits, and downstream API rate limits. Flows may slow or fail if they are rate-limited by a downstream provider. Workflows system-wide limits also apply. See Learn about Workflows limits.