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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 Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting Marketo to Ibexa Connect

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.

   

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

   

5. Go to Ibexa Connect 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.
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.

1. Click the Continue button to establish the connection.

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

Lead

Search Leads

Retrieves leads by filter settings.

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 Ibexa Connect will return during one execution cycle.

Get a Lead

Retrieves lead details.

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.

Create a Lead

Creates a new lead.

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.

Update a Lead

Updates an existing lead.

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.

Add Leads to a List

Adds leads to the lead list.

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

Search Opportunities

Searches for opportunities by filter settings.

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 Ibexa Connect will return during one execution cycle.

Get an Opportunity

Retrieves opportunity details.

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.

Create an Opportunity

Creates a new opportunity.

Fields

The fields are dynamically loaded based on your opportunity settings. Name and External Opportunity Id fields are mandatory.

Update an Opportunity

Updates an existing opportunity.

Opportunity ID	Enter (map) the ID of the opportunity you want to update.
Fields	The fields are dynamically loaded based on your lead settings.

Create an Opportunity Role

Creates a new opportunity role.

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

Create/Update an Object

Creates or updates a custom object.

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

Make an API Call

Performs an arbitrary authorized API call.

URL

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

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.

Example of Use - List Users

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

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

Method: GET

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