Sync customer identities with CRM and marketing tools
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 best practices and limits.