You can use IBM App Connect to pass key data between Marketo and other apps – automatically, in real time.

You can use App Connect to connect Marketo to your apps by mapping data graphically – without the need for coding – meaning that you can achieve a return on your investment in minutes or hours, not days or months.

This guide is to show you how…

If you can’t find what you want, or have comments about the “how to” information, please either add comments to the bottom of this page or .

About Marketo

Marketo provides a cloud-based marketing platform that helps you to engage with your customers and prospects. Whether you’re looking to convert a new Salesforce lead to a Marketo lead, or add a Marketo lead to a MailChimp list, we’ve got it covered. It’s easy to build flows in IBM App Connect that update apps automatically, freeing up your time for the work that’s important to you.

A typical business scenario

You’re a busy marketer with a lot on your plate. You want to make sure that you’re getting the right information to your customers at the right time. For that, you need to understand your customers and their needs. So you’re using Marketo as your marketing platform. Marketo helps you to understand your customers, to personalize email communications, and to use multi-channel content and social media effectively to engage your users.

To make the most of Marketo’s powerful features, you want to make sure that it has access to all your valuable customer information, like contacts from your sales apps, attendees at events, and completed questionnaires. But you don’t have the time to transfer all this information manually.

You also want to make sure that your sales team is always up to date with the valuable customer information in Marketo, so that your sales team have the latest information to focus on revenue-generating leads. For this, you want your Marketo information to automatically sync to Salesforce (or another CRM) and perhaps to be additionally enhanced by selective logic or cognitive actions.

How App Connect can help

Connect App Connect to your apps, and let it pass the key information to Marketo automatically. So no more time wasted manually transferring your new contacts to your marketing app. Similarly, you might want to use that precious information in Marketo to update other apps like Salesforce. When you get a new lead in Marketo, you might want to add it to a mailing list, or send a message, or create a task in a project management app. Instead of spending time adding this information by hand, let App Connect update your apps automatically in real time, and perhaps additionally enhance updates by selective logic or cognitive actions. App Connect automates the sharing of this valuable data across these different apps.

What should I consider first?

Before you can use App Connect Designer with Marketo, consider the following information.

  • In App Connect Designer, you need to define an account to connect App Connect to your Marketo System of Record/Enterprise Application. That account allows App Connect to perform actions in Marketo.

    Read more

    To connect App Connect to your Marketo System of Record/Enterprise Application you need to find the required values for the following settings:

    • Endpoint URL
    • Identity URL
    • Client ID
    • Client secret

    Complete the following steps to identify the values you must enter for these settings:

    1. Log in to Marketo with an ID that has administration access (or ask your Marketo administrator to do the following steps for you).
    2. Create or identify an API Only user account. (Ref: Marketo Docs)
    3. Click the Admin tab, and then click Web Services in the Integration pane.
    4. In the REST API section, note the values in the following fields:
      • Endpoint: Use this value for the Endpoint URL.
      • Identity: Use this value for the Identity URL.
    5. In the Integration pane, click LaunchPoint. The Installed services window opens.
    6. Click New > New Service and complete the following fields to create a custom service for use with the REST API: Ref: Marketo Docs)
      • Display name: Enter a name that identifies you and the purpose of the service, for example:

        AppConnect-username

      • Service: Select Custom.
      • Description: Enter a description. For example:

        Connection for App Connect

      • API Only User: Select your API Only Marketo user ID.
    7. Click Create. The new service is displayed in the Installed services window.
    8. Select the service and click View details. Note the following values:
      • Client ID: Use this value as the Client ID.
      • Client secret: Use this as the Client secret.

    Use these values when you create your Marketo connection in App Connect.

  • If you want Marketo to trigger flows in App Connect, you also need to configure and activate a Webhook in Marketo, with the Callback URL provided by App Connect.

    Read more

    To configure a Webhook in Marketo for use with App Connect, you need to use the following settings:

    • URL: The value of Callback URL provided on the Marketo event node in an App Connect flow. To get this value from App Connect Designer, start creating the event-driven flow and add the Marketo event (for example, New Lead). Copy the Callback URL value shown.
    • Payload Template: Specify the fields of the Marketo object that you want to pass to other applications in the App Connect flow. For example, for the Marketo event New Lead, set the Payload Template with the following format:
      firstName={{Lead.First Name}}&lastName={{Lead.Last Name}}&email={{Lead.Email Address}}&company={{Company.Company Name}}&id={{lead.Id}}
      

    For more information about how to configure and activate a Webhook in Marketo, see How to configure and activate a Marketo webook for use with App Connect

Example

When I add a new lead in Marketo, a lead is updated or created in Salesforce

Learn how easy it is to use App Connect to connect Marketo to Salesforce so that every time a new lead is added in Marketo, a lead record with the same information is automatically updated or created in Salesforce.

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