Marketo Integration

Getting Started

Before we can enable Marketo integration, you need to provide the following pieces of information:

  1. The Client ID and Client Secret for your Launchpoint custom service
  2. Credentials for your Marketo Web Services SOAP API and REST API

The instructions below will help you locate this information in your Marketo instance. 

 

Create an API Role

Before you can create a Launchpoint custom service, you must have an API role and API-only user defined.

1. Navigate to the Admin area of the Marketo application.

2. Click on the Users & Roles node on the left panel.

3. Click on the Roles tab.

4. Click the New Role button.

5. In the Create New Role window, enter a name (e.g. "API Role") and check the Access API permission.

6. Click the Create button.

 

Create an API Only User

Before you can create a Launchpoint custom service, you must have an API role and API-only user defined.

1. Click the Users tab.

2. Click the Invite New User button.

3. Enter a first name, last name, and email address.

4. Check the API role that you previously created.

5. Check the API Only option.

 6. Click the Invite button.

 

Create a Launchpoint Custom Service

A Launchpoint custom Service is required to uniquely identify your connection to Amity.

1. Navigate to the Admin area of the Marketo application.

2. Click on the Launchpoint on the left panel.

3. Click the New Service button.

4. Choose the "Custom" service type.

5. Enter "Amity" as the display name.

6. Enter "Provides integration with Amity" in the description field.

7. Choose the API only user that you previously created.

8. Click the Create button.

 

 9. Click the View Details link that appears on the grid beside your new service.

10.  Record the Client ID and Client Secret values from the Details window and provide them to your Amity customer success manager.

 

Get the SOAP and REST API credentials for your Marketo Web Service

In order to speak with your Marketo instance, Amity needs credentials for Marketo's Web Services SOAP and REST API.

1. Navigate to the Admin area of the Marketo application.

2. Click on the Web Services node on the left panel.

3. Find the SOAP API panel.

4. Record the Endpoint, User ID, and Encryption Key.

5. Find the REST API panel.

6. Record the Identity and Endpoint URLs.

7. Provide these credentials to your Amity Customer Success Manager. 

 

Limitations

Campaigns

  1. In order to add a person to a Marketo Smart Campaign, the campaign must be active and the Smart List contain the Campaign is Requested trigger. The trigger source must be set to Web Services.

  1. The list of campaigns that a person is enrolled in may be incomplete. This is because Marketo does not offer an API that returns a complete list of a lead's campaigns. 

Emails

  1. Marketo does not provide API access to the email subject. As a result, Amity will display the name of the Marketo marketing program that was responsible for the email in the person's profile.
  2. The open count for a delivered email will never be greater than one. Marketo does not track every time a person opens an email.

Lists

  1. The Marketo API does not provide information about Smart Lists. As a result, Amity cannot add a person to a Smart List or report if a person is a member of a Smart List. This limitation does not apply to Static Lists.
  2. The list membership information for a person may be incomplete. This occurs because the Marketo does not offer an API that returns a complete set of the lists that a person is a member. 
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