Data to AI™ / Copilot/Marketo
Let sales reps and marketing managers ask a Teams agent which leads came in, what they engaged with and how they scored, straight from current Marketo data.
Better answers, fewer tokens.
Microsoft 365 Copilot
Which lead sources brought the most new leads in September, and how well are they scored?
Webinar brought the most new leads, 1,240, with an average Lead Score of 46. Paid Search added 980 leads but scored lower, at 21 on average.
| Lead Source | Leads | Lead Score |
|---|---|---|
| Webinar Leads | 1,240 | 46 |
| Paid Search Leads | 980 | 21 |
| Trade Show Leads | 410 | 38 |
Leads covers records whose Created At falls in the source's date window; Lead Score is averaged per source, not summed.
Adobe Marketo Engage is a marketing automation platform for email, lead management and scoring. Dataddo extracts one flexible Marketo dataset: pick the Leads or Activities object and the fields you need, including custom lead fields from your instance, so marketing ops can ask about lead flow and engagement in plain language.
@Lead Desk Which leads created yesterday in Germany have a Lead Score above 50? Show Company Name, Industry and Lead Source.
Regional reps ask the agent in their Teams channel each morning, so follow-up starts with the best-scored new leads rather than the oldest unread notification.
@Lead Desk List leads with Lead Source Trade Show created this week, with Company Name, Num Employees and Lead Status.
After the trade show, account executives pull their list in Microsoft 365 Copilot and book meetings while the conversation at the booth is still fresh.
Use the dataddo tools to describe the Marketo leads entity and generate a field reference table with each field's name and type.
A marketing technologist uses GitHub Copilot in Agent mode to keep the CRM sync documentation in line with the lead fields the Marketo instance exposes.
Data to AI™ is priced per seat, like the AI assistants your team already uses, with ~25% off on annual billing. Need tailored contracts or volume pricing? Talk to us about Enterprise.
Serve governed business data to Claude, ChatGPT and other AI tools over MCP.
$10.49/month
per seat
3 seats minimum
Flexibly deploy Dataddo in any cloud or hybrid environment.
Custom
We have a payment model that works for you
| Without Dataddo |
With Dataddo
|
Outcome for you | |
|---|---|---|---|
| New lead notifications | Reps get one alert email per lead from a Marketo smart campaign and lose track of which ones matter. | Reps ask the Teams agent for new leads filtered by Country, Lead Score and Industry from the latest scheduled extraction. | Follow-up starts with best leads |
| Event lead lists | Marketing exports the event list, splits it by territory and emails a spreadsheet to each account owner. | Account owners ask the agent for leads by Lead Source and Company Name and get their own slice in the chat. | Event leads shared the same week |
| Firmographic context | A rep opens Marketo, searches each lead and reads company details from the record one by one. | Leads carries Company Name, Num Employees, Annual Revenue and Industry, so the agent adds that context to every answer. | Company context in one answer |
| Token consumption | Copilot spends tokens exploring raw Marketo columns, sampling rows and retrying until it understands the data. | Field definitions and relations are supplied up front, so the model skips the exploration and goes straight to the answer. | Fewer tokens per answer |
| Answer quality | Prone to wrong joins, invented fields and numbers that are hard to check. | Answers grounded in defined fields. In the Dataddo benchmark, 78.5% of questions were answered correctly, against 65.5% with plain CSV files. | Better answers |
The Marketo datasets marketing teams use most, with their real field names. Copilot queries them by name through the Dataddo semantic layer.
| Dataset | Metrics and attributes |
Ask Copilot
|
|---|---|---|
| Leads: source and status |
|
What is the average Lead Score of new leads per Lead Source? |
| Leads: company and contactability |
|
How many new leads come from companies above 500 Num Employees? |
| Activities: email engagement |
|
How did Click Email counts per Activity Date change after we moved the newsletter send day? |
| Activities: forms and web visits |
|
Which Visit Webpage pages, by Primary Attribute Value, did known leads open most often last week? |
| Activities: scoring and data changes |
|
Which fields changed most often in Change Data Value activities, according to Attributes? |
We asked 43 pre-registered questions of three real datasets - Google Search Console, HubSpot deals and Google Ads - and delivered the same rows to the same model in four ways. Only the data layer changed.
of questions answered correctly - the best of the four delivery methods tested
fewer confidently wrong answers - 14.0% of runs against 24.0% and 26.3%
more correct answers on messy CRM data - better on 8 questions, worse on none
Same model, prompts and rows in every condition; 759 graded runs, ground truth frozen before any run. On Google Search Console alone, documented CSV files did as well as Data to AI™ - the advantage comes from messier data such as HubSpot deals.
Read the benchmark →Create Marketo sources in Dataddo for the Leads and Activities objects and attach them to a Copilot destination or AI Model. In Copilot Studio, add a Model Context Protocol tool for https://headless.dataddo.com/mcp-data with OAuth 2.0 Dynamic discovery, then publish the agent to Teams and Microsoft 365 Copilot.
Through a Copilot Studio agent. Add Dataddo Data Access as a Model Context Protocol tool with OAuth 2.0 Dynamic discovery, then publish the agent to Teams and Microsoft Copilot.
From the server description you enter in Copilot Studio. Say it holds Marketo leads and activities, so questions about new leads, scores and email engagement trigger a Dataddo call.
Yes. Once the agent is published to Teams, people type @ and select it. The agent answers from the Marketo flows attached to the Copilot destination or AI Model in Dataddo.
It sees leads created within the source's relative date window, read through a Marketo bulk export. For older leads, run a full data re-sync with a wider range; Marketo limits each bulk export to 31 days.
Yes. Add the Dataddo server to .vscode/mcp.json, start it, sign in and use Copilot Chat in Agent mode. Business and Enterprise orgs must enable MCP servers in Copilot policy first.
