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

What do I need to know?

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.
  • 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}}
    

    You can add more fields if wanted, with the format &appconnect_fieldid={{marketo_token}}; for example:
    &salutation={{lead.Salutation}}.

    Hint:

    • To identify a field id for Marketo in App Connect, insert a Marketo field into a field in another application, then click or edit the field. The field id is shown after Trigger. in the JSONata expression; for example: {{Trigger.firstName}}.
    • To identify a Marketo token, when editing the Webhook in Marketo you can use the INSERT TOKEN function.
  • To configure Webhooks in Marketo, you need to be logged in as an Administrator. If needed, ask your Marketo Administrator to create the Webhook for you, providing them with the preceding settings information for your App Connect flow.
  • This article provides example steps based on use of Marketo for a New Lead event in App Connect, and on the following Marketo Docs:

Configure a Marketo Webhook

To configure a Webhook in Marketo for use with App Connect, complete the following steps:

  1. Log in to Marketo with an Administrator account.
  2. Click the Admin tab.
  3. On the left-hand side pane, click Integration > Webhooks. This displays the Webhooks config page.
  4. Click New Webhook. This opens a Configuration dialog.
  5. Specify the following Webhook details:
    • Webhook Name: Add a unique Webhook name
    • Description: (Optional)
    • URL: Add the Callback URL that you got from App Connect
    • Template: Specify the fields of the Marketo object that you want to pass to the App Connect flow, as described above. For example, for the Marketo event New Lead:
      firstName={{Lead.First Name}}&lastName={{Lead.Last Name}}&email={{Lead.Email Address}}&company={{Company.Company Name}}&id={{lead.Id}}
      
    • Request Type: Post
    • Response Format: JSON

These are the minimum configuration details. You can add more details such as Request type and token encoding.

Click Create. The new Webhook appears in the list.

Marketo Webhook for use in App Connect to trrigger a flow. (Click image to view full size.)

Activating the Webhook in a Smart Campaign

  1. To activate a Webhook in a Smart Campaign, complete the following steps in Marketo:
  2. On the top left hand side, click the Marketo icon, and then select “Marketing Activities”
  3. From the right hand side configuration pane, click New > New Smart Campaign
  4. From the left hand side pane, select a folder (or create one) to contain the campaign
  5. Provide a unique name and description for the campaign. Click CREATE.
  6. The created smart campaign configuration is displayed. Click the “Smart List” tab.
  7. Drag and drop “Lead is created” trigger from the search to the space provided. (“Lead is created” is under Trigger.)
  8. (Optional) Add any constraints if needed.
  9. Click the Flow tab, and then drag and drop “Call Webhook” from under the Integration tab to the space provided, and select the campaign that you created.
  10. Click the Schedule tab, and then click ACTIVATE.

The Webhook is now ready, so that when a new lead is created in Marketo (for the “Lead is created” trigger) the lead is passed to the App Connect flow (with the Marketo New Lead event).

For more information about using the Webook for Marketo events in App Connect, see How to use IBM App Connect with Marketo.

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