Marketo Connector Setup Guide

Configuration

Go to the Connector Marketplace and add a new connector. For general instructions on how to add a connector, see About Connectors.

After adding the connector, configure the following settings:

• REST API Client ID: (Required) Provide the client ID found in Marketo > Admin > LaunchPoint. The API user must have permissions for Read-Write Lead, Read/Execute Campaigns, and Read Lists. For more information, see Marketo: Create a Custom Service for Use with ReST API.
• REST API Client Secret: (Required) Provide the client secret found in Marketo > Admin > LaunchPoint.
• REST API Endpoint URL: (Required) REST API Endpoint found in Marketo > Admin > Web Service. For example, https://123-ABC-123.mktorest.com/rest.
• REST API Identity URL: (Required) REST API Identity found in Marketo > Admin > Web Service. For example, https://123-ABC-123.mktorest.com/identity.

Actions

Action Name	AudienceStream	EventStream
Add Lead to a List	✓	✓
Add Lead to a List (Batched)	✓	✓
Remove Lead from a List	✓	✓
Remove Lead from a List (Batched)	✓	✓
Send Transactional Email	✓	✓
Create or Update a Lead	✓	✓
Create or Update a Lead (Batched)	✓	✓
Merge a Lead	✓	✓
Bulk Import Leads (optionally add to list)	✓	✓

Enter a name for the action and select the action type from the drop-down menu.

The following section describes how to set up parameters and options for each action.

Add Lead to a List

Parameters

Parameter	Description
Target Static List	(Required) Select a list. The platform loads a maximum of 300 lists. If the list does not appear, enter the list ID.
Target Lead ID	Use if the Lead ID for the user is known. Leave Lead ID Lookup blank.
Lead ID Lookup	Use if the Lead ID for the user is unknown. Leave Target Lead ID blank and use this field to search for the Lead ID with a variety of filters. Possible values: id, cookies, email, twitterId, facebookId, linkedInId, sfdcAccountId, sfdcContactId, sfdcLeadId, sfdcLeadOwnerId, sfdcOpptyId.
Add lead	Add the lead if it does not exist.

Add Lead to a List (Batched)

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. For more information, see Batched Actions. Requests are queued until one of the following thresholds is met or the profile is published:

• Max number of requests: 300
• Max time since oldest request: 30 minutes
• Max size of requests: 1 MB

Parameters

Parameter	Description
Target Static List	(Required) Select a list. The platform loads a maximum of 300 lists. If the list does not appear, enter the list ID.
Target Lead ID	Use if the Lead ID for the user is known. Leave Lead ID Lookup blank.
Lead ID Lookup	Use if the Lead ID for the user is unknown. Leave Target Lead ID blank and use this field to search for the Lead ID with a variety of filters. Possible values: id, cookies, email, twitterId, facebookId, linkedInId, sfdcAccountId, sfdcContactId, sfdcLeadId, sfdcLeadOwnerId, sfdcOpptyId.
Add lead	Add lead if it does not exist.

Remove Lead from a List

Parameters

Parameter	Description
Target Static List	(Required) Select a list. The platform loads a maximum of 300 lists. If the list does not appear, enter the list ID.
Target Lead ID	Use if the Lead ID for the user is known. Leave Lead ID Lookup blank.
Lead ID Lookup	Use if the Lead ID for the user is unknown. Leave Target Lead ID blank and use this field to search for the Lead ID with a variety of filters. Possible values: id, cookies, email, twitterId, facebookId, linkedInId, sfdcAccountId, sfdcContactId, sfdcLeadId, sfdcLeadOwnerId, sfdcOpptyId.
Add lead	Add lead if it does not exist.

Remove Lead from a List (Batched)

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. For more information, see Batched Actions. Requests are queued until one of the following thresholds is met or the profile is published:

• Max number of requests: 300
• Max time since oldest request: 30 minutes
• Max size of requests: 1 MB

Parameters

Parameter	Description
Target Static List	(Required) Select a list. The platform loads a maximum of 300 lists. If the list does not appear, enter the list ID.
Target Lead ID	Use if the Lead ID for the user is known. Leave Lead ID Lookup blank.
Lead ID Lookup	Use if the Lead ID for the user is unknown. Leave Target Lead ID blank and use this field to search for the lead ID with a variety of filters. Possible values: id, cookies, email, twitterId, facebookId, linkedInId, sfdcAccountId, sfdcContactId, sfdcLeadId, sfdcLeadOwnerId, sfdcOpptyId.
Add lead	Add lead if it does not exist.

Send Transactional Email

Parameters

Parameter	Description
Target Email Campaign	Select the target smart campaign created for transactional email. For more information, see Marketo: Transactional Email.
Target Lead ID	(Required) Provide a target lead ID.
Token Data to Set	(Optional) Map token value to token name. Use the full token format from the Marketo UI. For example, { { my.message } }.

Create or Update a Lead

Parameters

Parameter	Description
Update Strategy	(Required) Select the update strategy.
Lead Lookup Filter	(Optional) Select the filter field to look up an existing lead. The selected lookup filter field must have a value set in the Lead Data section.
Lead Data to Set	(Required) Map values to lead property names. Date attributes are automatically formatted to ISO 8601 format.

Create or Update a Lead (Batched)

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. For more information, see Batched Actions. Requests are queued until one of the following thresholds is met or the profile is published:

• Max number of requests: 300
• Max time since oldest request: 30 minutes
• Max size of requests: 1 MB

Parameters

Parameter	Description
Update Strategy	(Required) Select the update strategy.
Lead Lookup Filter	(Optional) Select the filter field to look up an existing lead. The selected lookup filter field must have a value set in the Lead Data section.
Lead Data to Set	(Required) Map values to lead property names. Date attributes are automatically formatted to ISO 8601 format.

Merge a Lead

Parameters

Parameter	Description
General Data to Set	(Required) Winning Lead ID: The winning lead. Losing Lead ID: Lead to merge (losing lead).
Merge in CRM	Specify if the merge should also occur in CRM.

Bulk Import Leads (optionally add to list)

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. Requests are queued until one of the following thresholds is met:

• Max number of requests: 25,000
• Max time since oldest request: 30 minutes
• Max size of requests: 10 MB

Parameters

Parameter	Description
Target Static List	(Required) Select a list. The platform loads a maximum of 300 lists. If the list does not appear, enter the list ID.
Lead Lookup Field	(Required) Field used for lead lookup. The selected lookup field must have a value set in Lead Data section. Possible values: id, cookies, email, twitterId, facebookId, linkedInId, sfdcAccountId, sfdcContactId, sfdcLeadId, sfdcLeadOwnerId, sfdcOpptyId.
Lead Data	(Required) Map values to lead property names. The lookup field must also be mapped.