Marketo

The Marketo modules enable you to search, retrieve, create or update leads and opportunities in your Marketo account.

Getting Started with Marketo

Prerequisites

  • A Marketo account — you can create one at marketo.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Marketo to Make

  1. Log in to your Marketo account.

  2. Navigate to Admin > Integrations > LaunchPoint.

  3. Click View details, or add a new service to display the Client ID and Client Secret.

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  4. Copy the Client ID and Client Secret in a safe place.

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  5. Go to Make and open the Marketo module's Create a connection dialog.

  6. Fill in the dialog fields as follows:

    Connection name

    Enter the name for the connection.

    Munchkin Account ID

    Enter the Munchkin Account ID. It can be found under Admin > Integration > Munchkin.

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    Client ID

    Enter the Client ID you have obtained in step 4 above.

    Client Secret

    Enter the Client Secret you have obtained in step 4 above.

  7. Click the Continue button to establish the connection.

The connection is established. You can proceed with setting up the module.

Lead

Retrieves leads by filter settings.

Connection

Establish a connection to your Marketo account.

File Type

Select or enter (map) the lead field to filter results by.

Filter Values

Add values to filter on in the specified fields.

Include Response Fields

Select which lead fields you want to return for each record.

Limit

Set the maximum number of leads Make will return during one execution cycle.

Retrieves lead details.

Connection

Establish a connection to your Marketo account.

Lead ID

Enter (map) the lead you want to retrieve details for.

Include Response Fields

Select which lead fields you want to return for each record.

Creates a new lead.

Connection

Establish a connection to your Marketo account.

Fields

The fields are dynamically loaded based on your lead settings.

Some fields are not allowed when the External Company Id field has been filled. The External Company Id field may be used to link the lead record to a company record.

Updates an existing lead.

Connection

Establish a connection to your Marketo account.

Lead ID

Enter (map) the ID of the lead you want to update.

Fields

The fields are dynamically loaded based on your lead settings.

Some fields are not allowed when the External Company Id field has been filled. The External Company Id field may be used to link the lead record to a company record.

Adds leads to the lead list.

Connection

Establish a connection to your Marketo account.

Lead ID

Enter (map) the ID of the lead you want to update.

Destination List

Select the list or enter (map) the ID of the list you want to add the lead to.

Opportunity

Searches for opportunities by filter settings.

Connection

Establish a connection to your Marketo account.

File Type

Select or enter (map) the opportunity field to filter results by.

Filter Values

Add values to filter on in the specified fields.

Include Response Fields

Select which opportunity fields you want to return for each record.

Limit

Set the maximum number of opportunities Make will return during one execution cycle.

Retrieves opportunity details.

Connection

Establish a connection to your Marketo account.

Get an Opportunity

Select the type of opportunity you want to retrieve details for.

ID Value

Enter (map) the ID of the opportunity you want to retrieve details for.

Include Response Fields

Select which opportunity fields you want to return for each record.

Creates a new opportunity.

Connection

Establish a connection to your Marketo account.

Fields

The fields are dynamically loaded based on your opportunity settings.

Name and External Opportunity Id fields are mandatory.

Updates an existing opportunity.

Connection

Establish a connection to your Marketo account.

Opportunity ID

Enter (map) the ID of the opportunity you want to update.

Fields

The fields are dynamically loaded based on your lead settings.

Creates a new opportunity role.

Connection

Establish a connection to your Marketo account.

Fields

The fields are dynamically loaded based on your opportunity settings.

Lead ID and External Opportunity ID fields are mandatory. Use the Search button to find the desired values.

Object

Creates or updates a custom object.

Connection

Establish a connection to your Marketo account.

Custom Object Name

Enter (map) the ID of the object or select the object you want to create or update.

Fields

The fields are dynamically loaded based on your object settings.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Marketo account.

URL

Enter a path relative to https://{Munchkin Account ID}.mktorest.com. For example: /userservice/management/v1/users/allusers.json/.

Note

For the list of available endpoints, refer to the Marketo API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we added those for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all users in your Marketo account:

URL: /userservice/management/v1/users/allusers.json/

Method: GET

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The result can be found in the module's Output under Bundle > Body. In our example, 6 users were returned:

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