Marketing Automation Platform Comparison Template


As businesses continue to evolve, it is essential to regularly evaluate and compare the technology solutions they utilize to ensure that they continue to meet the needs of the organization. Marketing Automation Platforms (MAPs) are no exception to this rule. Marketo, HubSpot, and Pardot are three of the most popular MAPs available today, and regular

Marketo UTM Tracking & Automation

Marketo UTM tracking program details

Take the first step towards becoming an attribution master by learning how to set up Marketo UTM tracking programs and smart campaigns to match website visitors to particular ad campaigns, set first and latest touch attribution fields, and track downstream conversions to signup or contact sales forms.

Zapier Nested Looping using Webhooks & Python

Zapier nested looping horizontal flow diagram

Banging your head against the wall because of the 500 iteration limit on the “Looping by Zapier” action? Well make like Freddie Mercury and break free by using webhooks and Python in Zapier to achieve nested looping so that you can do as many iterations as you need!

Zapier Loop Array with Nesting

Flow diagram of nested looping in Zapier using webhooks

If you have done any looping within Zapier you have most likely been frustrated by the 500 iteration limit imposed on the Zapier loop array action. Never fear this post will show you how you can loop to your heart’s content using nested looping in Zapier.

Zapier Looping Quick-Start Guide

Zapier Loop Through Line Items action setup

Explore all the ways to setup a Zapier for each loop using the 3 native “Looping by Zapier” actions or your own custom definitions within “Code by Zapier” actions in Python or Javascript and how you can overcome Zapier’s 500 iteration or 10 second timeout limits using nested loops.

Populating Marketo Dynamic Email Content via API

Zapier actions to create and then update Marketo Dynamic Email Content Sections

Take your email marketing to the next level by using Marketo dynamic email content to tailor the content that each of your customer segments gets served. Since you are interested in this advanced email feature in Marketo and I am guessing you want to become even more of a power user, I will also show you how to streamline your entire email creation process using the Marketo API, Google Sheets, and Zapier.

Zapier Approval Workflow with Slack Alerts

Zapier approval workflow overview

Have you ever been afraid of automating something in Zapier because you’re afraid of the consequences if the zap ran without manual oversight? Now you can put that worry to bed thanks to the Zapier approval action, which will pause your zap until a manual review has been conducted and the zap has been approved to progress. So whether it is automating your social media posting, sending SMS notifications to your customers, or merging leads you can now do this in confidence.

Sub-Zap by Zapier Quick-Start Guide

Sub-Zap overview in Zapier

Do you often find yourself repeating the same actions across different zaps in Zapier? Well, then the Sub-Zap by Zapier action was made just for you! You can take all those grouped actions that you use repeatedly across your zaps and put them in a single sub-zap that you can then request from any other zap in Zapier.

Marketo Merge Automatically with Zapier

Automatic Marketo Merge Zap in Zapier

Your duplicate list becoming ever more daunting? Stop the rot by learning how to build an “Automatic Marketo Merge” zap in Zapier that will merge duplicate leads as soon as they are created according to custom rules you specify.

Marketo Merge Leads in Bulk using the API

Marketo merge leads Python script flow diagram

This post will walk you through how to use the Marketo merge leads REST API endpoint to merge leads in bulk with Python code that will allow you to set custom rules for how you want to prioritize conflicting values for the same fields on different leads.