Introduction
In this document we will introduce you to:
1. How to integrate your Convertr Instance to Marketo
2. Walk you through the prerequisites needed for this integration
3. Where to find the Marketo API Details
4. How to pull your Marketo fieldnames
Once you’re set up, you’ll have a faster, more secure process for routing your leads, as well as powering your Marketo programs with a new standard of reliable, quality data to bring you closer to your customers.
This document starts you off on your Convertr to Marketo journey. After this, you can move on to:
- How to Integrate to a Marketo List
- How to Integrate to a Marketo Program for a Smart Campaign
- Creating Custom Data Objects and Activities
- Troubleshooting FAQs
The Convertr Platform and Marketo
Convertr can integrate to Marketo in a few different ways:
1. To a Marketo List ID
A Marketo Static List is a list of names from your database. When integrating to a list, your leads will go directly to the list you specify.
2. To Marketo Program for a Smart Campaign
When integrating to a Program, the leads sent into the program can trigger and perform actions on the lead within Marketo.
3. Creating Custom Data Objects and Activities
The Convertr Platform can create and update Custom Data Objects and Custom Activities in Marketo.
Depending on you or your client's requirements you may use any of the above.
Common Question: How do I know which method to use?
It is highly likely that your client will request a specific method to use. If this is not provided you can simply update the client on the options that the Convertr platform provides. If you have been provided basic Marketo details it is likely you will use the Integrate to a Marketo List option.
Prerequisites
To set up an integration, you will first need to have the following access in the Convertr Platform and your Marketo Instance:
| Convertr Platform | Marketo Instance |
|
A Convertr Lite, Pro or Enterprise package |
A Marketo Pro, Elite or Enterprise package |
|
Convertr Admin Access, with a minimum of Agency or Creative Manager user permissions |
Marketo Admin Access |
If you do not have the Convertr Access mentioned above please contact your Customer Success Manager. If you do not have the right Marketo Access you will need to speak with the individual responsible for Marketo at your organisation.
Before you create a Marketo integration in Convertr, you will need to set up a designated API user in your Marketo LaunchPoint and gain the following information from your Marketo instance:
- API credentials (clientId, clientSecret)
- REST API Identity URL (identityUrl)
- Marketo Rest API field names
The following 'How To' section and Video Walkthrough will show you how to create a custom service and find the relevant information in your Marketo LaunchPoint. Once you’ve successfully completed the steps, you’ll have everything you need to finalize the integration in Convertr.
Before you can create an API-Only User, you must create a User Role for that user. The role determines which database entities that the custom service can access (Leads, Assets, etc.)
- Create User Role
- Create API-Only User
- Create Custom Service and Retrieve Credentials
- Retrieve REST API Identity URL
- Export Your Marketo Data Fields for Convertr
Video Walkthrough
How To:
Create User Role
The user role controls Convertr integration’s access to data within Marketo.
Step 1: Within Marketo, go to Admin >> Security >> Users & Roles >> Roles >> New Role.
Step 2: Click on New Role and provide:
- Role Name: Convertr
- Description: Convertr Integration
- Permissions: Click on Access API “+” to expand the list of permissions.
- Scroll down the list and select the checkbox for the following permissions: Read-Only Assets & Read-Write Lead
- Click Create
Step 3: Here you can see the created role:
Create API-Only User
Creating an API-Only User is an important step because it’s how Marketo generates the clientID and clientSecret that you’ll need later in the setup process. It also provides you with an identifiable seat to control and send leads though once the API is set-up.
Step 1: In your Marketo LaunchPoint, go to Admin >> Security >> Users and Roles and select Invite New User.
Step 2a: In the Invite New User window, enter your:
- Email: apiuser@convertr.io
- First Name: API
- Last Name: User
- Reason: Convertr integration
- Access Expires: never
Step 2b: Select the role that you have for API users (see 2A User Roles) and check API Only. In the example below, this selects the previously created role of Convertr.
Step 2c: Message dialogue and click Send.
Create Custom Service and Retrieve Credentials
Once you’ve created an API-Only User, you’ll need a Custom Service to generate your clientID and clientSecret in Marketo — these are the key credentials Convertr needs to access the API and submit lead data into Marketo.
Step 1: Go to Admin >> Integration >> LaunchPoint >> New and select New Service.
Step 2: In the New Service window, fill in the below fields:
- Display Name: Convertr Custom Service
- Select Custom from the drop-down menu
- Description: Convertr Integration
- API Only User: Select the user that was created in the previous steps
- Click Create
Step 3: Once you’ve created your new Convertr Custom Service, you will see it listed under Admin >> Integration >> LaunchPoint. Click View Details to find the clientID & clientSecret.
Step 4: The window below will appear, showing your clientID and clientSecret. Take note of these, as you will need to enter these details into your Convertr account, along with your REST API information found in the next step.
Retrieve REST API Identity URL
Alongside the clientID and clientSecret, you’ll also need to find the REST API identity URL. This is so Convertr knows where to send your leads once your integration is live.
Step 1: Go to Admin >> Integration >> Web Services, and scroll down to the REST API section that provides your REST identity Url. You will need this URL to set up your integration in Convertr.
Export Your Marketo Data Fields for Convertr
Step 1: Go to Admin > > Database Management > > Field Management and select Export Field Names.
Step 2: Once the file downloads, keep it handy. You will need to reference the REST API fieldnames in column A to correctly map data from Convertr to the correct fields in Marketo.
