Integrations

Marketo

Enhance your marketing automation by integrating Marketo with Clio AI to gain insightful customer behavior analytics.
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Overview

Marketo stands as a powerful marketing automation software designed to help businesses streamline their marketing processes, manage email campaigns, and segment their audience for targeted communication. By integrating with Clio AI, Marketo not only elevates its capability to analyze customer interactions but also provides users with a smarter, more efficient way to engage with their audience. This combination ensures that the insights you gather are deep and actionable, with Clio AI’s advanced analytics complementing Marketo’s robust feature set. With data governance in mind, the integration respects existing permissions, ensuring that sensitive information remains secure while optimizing your marketing efforts.
Features

The integration between Marketo and Clio AI is engineered to be seamless, employing both native connections and regular API syncs to keep data aligned. This fusion allows for cross-functional usage, making it easier for teams to collaborate and leverage marketing insights across the organization. Indexing occurs in near real-time, ensuring that the latest customer interactions are surfaced in search results. With Clio AI's semantic search capabilities layered on top of Marketo, users can extract meaningful patterns and trends from their marketing data, significantly enhancing customer engagement strategies.

Benefits
  • Refined Audience Targeting: Leverage Clio AI’s semantic search to segment and target your audience more effectively.
  • Increased Campaign Efficiency: Optimize your marketing campaigns with actionable insights derived from advanced analytics.
  • Seamless Collaboration: Share valuable customer insights across teams, facilitating better-informed business decisions.
  • Secure Data Management: Maintain strict data governance and permissions alignment throughout the integration process.

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Integrations

Extensible Integrations

Powerful self-serve API helps you extend your integrations to internal products, website knowledge base, and others.

Internal Data Sources

Add custom internal data sources into Clio AI, and you can use our API to index them, and enable periodic sync.

Native Plugins

For prominent use cases, we build native plugins to index data on a consistent basis. You can request them via email or account manager

Data from websites

Connect other sources of company knowledge - internal websites, dashboards, tableau, or main website, and we will index that too.

Custom API endpoint

Using Clio's APIs, you can also build integrations into your favorite apps, and enable one app to sync, query, and show results. (eg: for Slack, Gmail, or Hubspot)
Integrations

Clio AI integrates with 300+ business apps

Search across all apps at once, or just bring content from app to another. Clio AI maximizes your productivity by making it easy to find content across apps.
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