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§ Agent · Marketo

The Marketo data agent that acts the way you would.

It keeps an eye on your Marketo programs and lead engagement alongside the pipeline and revenue they actually drove, on a schedule you set or whenever fresh data lands. When attribution gaps or engagement shifts need attention, it tells you, or handles it the way you'd want.

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DefiniteAPP9:14 AM · #marketing-alerts
⚠️ Webinar program attributed $48k pipeline but only $11k matched to CRM, 77% gap

Your 'Q2 Product Launch Webinar' program shows 142 leads with $48,200 in Marketo-attributed pipeline, but only $11,100 ties back to opportunities that actually moved in Salesforce this quarter. The gap is mostly leads scored but never accepted by sales, well above your typical 30% reconciliation variance.

Review & approve Dismiss
Marketo Program + Lead + Activity · reconciled to CRM pipeline · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

AttributionACROSS YOUR SOURCES

Tie Marketo engagement to the pipeline it actually created

It reconciles your Marketo program attribution against the opportunities that actually moved in your CRM and the revenue in your billing data, so the pipeline number you put in the board deck is what marketing actually produced, not what Marketo claims. When the gap between attributed and closed widens, you find out before the QBR, not during it.

ProgramLeadActivity
Engagement

Catch a campaign engagement drop before it starves the funnel

When email open rates, click-through, or form fill rates on a key campaign break their trend, it tells you which campaigns are slipping and how many leads are affected. You hear about it while there's still time to fix the nurture, not when the month's MQL number comes in short.

CampaignActivityLead
Lead quality

Spot a list or program sending junk leads to sales

It watches lead quality by program and static list, tracking how leads score, stage, and convert after handoff. When a program's leads stop advancing past MQL or sales starts rejecting them, it surfaces which program, which list, and how many leads are stuck, so you rework the targeting before you waste another month of sales capacity.

LeadStatic ListProgram
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Marketo object, modeled and query-ready the moment you connect.

Lead
customermarketingsales
Activity
marketingengagement
Campaign
marketingengagement
Program
marketing
Static List
marketingcustomer

It runs on your real Marketo instance (duplicate leads, stale nurtures, orphaned programs nobody retired), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Marketo, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Marketo data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those report on Marketo's view of attribution, inside Marketo. This watches continuously, reasons across Marketo plus your CRM pipeline and actual closed revenue, and hands off to Fi to investigate why the numbers diverge, so you defend a figure you trust, not one the platform generated in isolation.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.