--- title: Marketo Connector Setup Guide description: This article describes how to set up the Marketo connector. url: https://docs.tealium.com/server-side-connectors/marketo-connector/ --- ## Configuration Go to the Connector Marketplace and add a new connector. For general instructions on how to add a connector, see [About Connectors](https://docs.tealium.com/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](http://docs.marketo.com/display/public/DOCS/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](https://docs.tealium.com/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](https://docs.tealium.com/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](https://experienceleague.adobe.com/en/docs/marketo-developer/marketo/rest/assets/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 | | | 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](https://docs.tealium.com/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 | | | 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) | | 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. | | Lead Data | (Required) Map values to lead property names. The lookup field must also be mapped. |