We are excited to get you going! Before we can get started on your ABM journey, there are a few setup steps that we need to complete. Your Onboarding Specialist will be happy to walk through any of these items with you but for those of you wanting to sail ahead, use this checklist as a guide.

Set up Salesforce

Step 1: Add the Salesforce AppExchange Package
Step 2: Obtain Your SFDC Credentials
Step 3: Connect Salesforce and Engagio to start syncing
Step 4: Add Engagio Fields to Salesforce Layouts
Step 5: Add Visualforce Components to your pages
Step 6: Add Engagio as a tab in Salesforce

Connect Marketing Automation

HubSpot Integration Guide
Eloqua Integration Guide
Pardot Integration Guide

Marketo does require a bit more setup,
Step 1: Configure the Sync on the Marketo side
Step 2: Add the Marketo Integration in Engagio

Add our Web Tracking Pixel

Add your Web Tracking Pixel to your website

A Few More Steps - Almost There, Just Keep Swimming...

Step 1: Create your first Account List in Engagio
Step 2: Add other Engagio Users 
Step 3: Install Scout Chrome Extension