OpenText Legal Hold - Adobe Marketo Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Adobe Marketo

1. Preserve Marketing Records When a Legal Matter Is Opened

Data flow: OpenText Legal Hold ? Adobe Marketo

When litigation, investigation, or regulatory review involves marketing activity, OpenText Legal Hold can trigger a hold on relevant Marketo records such as campaign emails, lead engagement history, consent records, and audience lists. This helps ensure marketing evidence is preserved before any deletion, retention cleanup, or archive process runs.

• Prevents accidental deletion of campaign and lead interaction data
• Supports eDiscovery requests with complete engagement history
• Reduces legal risk by enforcing retention controls quickly

2. Identify and Preserve Custodian Marketing Accounts

Data flow: OpenText Legal Hold ? Adobe Marketo

Legal teams can send custodian lists from OpenText Legal Hold to Marketo to identify marketing users, campaign owners, and regional marketers whose accounts may contain relevant evidence. Marketo can then flag associated assets, activity logs, and user-generated content for preservation.

• Ensures the right marketing personnel and records are included in the hold
• Improves accuracy of custodian-based preservation
• Supports defensible legal hold execution across marketing operations

3. Suspend Automated Marketing Actions for Held Records

Data flow: OpenText Legal Hold ? Adobe Marketo

If a legal hold applies to specific leads, contacts, or campaign segments, OpenText Legal Hold can notify Marketo to pause automation tied to those records. This may include nurture streams, suppression list updates, lead scoring changes, or lifecycle transitions that could alter evidence or business context.

• Prevents changes to records under review
• Maintains evidence integrity for customer communications and engagement history
• Reduces compliance exposure from automated updates

4. Return Marketing Evidence for Legal Review and eDiscovery

Data flow: Adobe Marketo ? OpenText Legal Hold

Marketo can provide campaign metadata, email send logs, lead activity timelines, and consent-related records to OpenText Legal Hold for preservation and legal review. This is especially useful when legal teams need to assess what was sent, to whom, and when during a dispute or investigation.

• Accelerates evidence collection from marketing systems
• Provides a defensible audit trail for communications
• Supports legal review of customer outreach and consent practices

5. Preserve Consent and Preference Data During Regulatory Investigations

Data flow: Adobe Marketo ? OpenText Legal Hold

When privacy, spam, or consumer protection matters arise, Marketo can feed consent status, opt-in history, unsubscribe events, and preference center changes into OpenText Legal Hold. This ensures the organization can prove how marketing permissions were captured and managed over time.

• Supports compliance with privacy and marketing regulations
• Preserves evidence of consent and communication preferences
• Helps legal teams respond to complaints and audits faster

6. Maintain Audit Trails for Marketing Operations Under Hold

Data flow: Bi-directional

OpenText Legal Hold can notify Marketo when a matter is active, while Marketo can return audit logs showing who accessed, edited, or exported relevant marketing data. Together, the systems create a stronger chain of custody for marketing evidence and operational actions taken during the hold period.

• Improves defensibility of evidence handling
• Provides visibility into user activity during legal review
• Helps legal and marketing teams coordinate without losing traceability

7. Support Retention Policy Exceptions for Marketing Content

Data flow: OpenText Legal Hold ? Adobe Marketo

Marketing data often follows standard retention schedules, but those schedules must be overridden when a legal hold applies. OpenText Legal Hold can communicate hold status to Marketo so retention jobs, archive routines, and data purges exclude affected records until the matter is closed.

• Prevents policy conflicts between retention and preservation
• Reduces manual intervention by compliance teams
• Ensures only non-held marketing data is eligible for cleanup

8. Close Legal Holds and Resume Normal Marketing Operations

Data flow: OpenText Legal Hold ? Adobe Marketo

When a matter is resolved, OpenText Legal Hold can release the hold and notify Marketo to restore normal processing for previously restricted records. This allows paused campaigns, scoring updates, and retention workflows to resume in a controlled and documented way.

• Restores marketing automation efficiently after legal clearance
• Minimizes manual rework for marketing operations teams
• Ensures hold release is tracked and auditable