---
title: 'Applied Epic + Adobe Marketo Engage'
url: 'https://www.staging38.commercient.com/product/applied-epic-adobe-marketo-engage/'
date: '2026-06-19T09:57:18-04:00'
modified: '2026-06-19T09:57:18-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Adobe Marketo Engage, giving your team access to Applied Epic data directly within Adobe Marketo Engage. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Adobe Marketo Engage, enabling customer and contact data to flow between the ERP and marketing platform. This reduces data lag between ERP customer activity and marketing campaigns, helping teams act on current purchase behaviour.

## What syncs

- Update Adobe Marketo Engage Contact Status from Applied Epic Customer Activity
- Sync Applied Epic Invoices Data to Adobe Marketo Engage for Spend-Based Segmentation
- Connect Applied Epic Price Lists to Adobe Marketo Engage Promotional Workflows
- Export Applied Epic New Accounts to Adobe Marketo Engage as Contact Records
- Sync Applied Epic Customers to Adobe Marketo Engage Contact Records
- Update Adobe Marketo Engage Contact Lists from Applied Epic Customers

## Why Commercient

### Forecast vs actuals reporting

Connect Applied Epic actuals to Adobe Marketo Engage planning models so finance teams can compare budget, forecast and actual performance in one analytical environment.

### Customer acquisition and retention analytics

Sync Applied Epic new customer, repeat order and churn data to Adobe Marketo Engage so teams can track acquisition trends, retention rates and account growth over time.

### Cash flow and liquidity reporting

Connect Applied Epic Payments and accounts receivable data to Adobe Marketo Engage so finance teams can track cash flow, project liquidity and manage working capital positions.

### Sales rep performance reporting

Sync Applied Epic Sales Orders and customer revenue by rep to Adobe Marketo Engage so sales managers can track individual and team performance against targets over any period.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Adobe Marketo Engage

Adobe Marketo Engage is a B2B marketing automation platform for enterprise marketers, managing lead nurturing, email campaigns, scoring, account-based marketing and analytics.

## Frequently asked questions

### How is the Applied Epic and Adobe Marketo Engage integration scoped and implemented?

Commercient scopes each integration based on the customer's Applied Epic and Adobe Marketo Engage configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

### Can Applied Epic Invoices data sync to Adobe Marketo Engage?

Yes, Commercient can sync Applied Epic Invoices data to Adobe Marketo Engage when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Adobe Marketo Engage be imported into Applied Epic?

Commercient can support importing new records created in Adobe Marketo Engage into Applied Epic when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Applied Epic and Adobe Marketo Engage integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Applied Epic and Adobe Marketo Engage?

Commercient can connect Applied Epic and Adobe Marketo Engage to sync data such as Customers, Items, Inventory, Sales Orders and Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.