How to use IBM App Connect with Marketo

Supported product and API versions

To find out which product and API versions this connector supports, see Detailed System Requirements on the IBM Support page.

Connecting to Marketo

Complete the connection fields that you see in the App Connect catalog or flow editor. If necessary, work with your Marketo administrator to obtain these values.

• To identify the values for these fields, complete the following steps.
  1. Log in to Marketo with an ID that has administration access (or ask your Marketo administrator).
  2. Create or identify an API Only User account. For more information, see the Create an API Only User in the Marketo documentation.
  3. On the Admin tab, click Web Services in the Integration pane.
  4. In the REST API section, find the connection values that you need.
     • Use the value in Endpoint for the Endpoint URL.
     • Use the value in Identity for the Identity URL.
  5. In the Integration pane, click LaunchPoint to open the Installed services window.
  6. Click New > New Service and complete the following fields to create a custom service for use with the REST API. For more information, see Create a Custom Service for Use with ReST API in the Marketo documentation.
     • For Display name, enter a name that identifies you and the purpose of the service; for example, AppConnect-username.
     • For Service, select Custom.
     • For Description, enter a description; for example, Connection for App Connect.
     • For 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. Find the connection values that you need.
     • Use the value in Client ID as the Client ID.
     • Use the value in Client secret as the Client secret.

To connect to a Marketo endpoint from the App Connect catalog for the first time, expand Marketo, then click Connect.

What to consider first

Before you use App Connect with Marketo, take note of the following considerations.

• (General consideration) You can see lists of the trigger events and actions that are available on the Catalog page of the App Connect Designer.

  For some applications, the events and actions in the catalog depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.

• (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.
• If you want Marketo to trigger flows in App Connect, you also need to configure and activate a webhook in Marketo with the webhook callback URL that is provided by App Connect. To configure a webhook in Marketo for use with App Connect, use the following settings.
  • Set the URL to the value of the webhook callback URL that is provided on the Marketo event node in an App Connect flow. To get this value from App Connect, create an event-driven flow and add a Marketo event (for example, New Lead). Copy the Webhook callback URL value that is shown.
    • Example of a webhook callback URL in App Connect
      
  • In 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, see How to configure and activate a Marketo webhook for use with App Connect.

Events and actions

Email events

These events are for changes in this application that trigger a flow to start completing the actions in the flow.

Marketo actions

Your flow completes these actions on this application.

Campaigns

Retrieve campaigns

Leads

Create lead

Update or create lead

Retrieve leads

Add lead to list

Delete lead

Update lead

Lists

Retrieve lists

Opportunities

Create opportunity

Update or create opportunity

Retrieve opportunities

Update opportunity

Delete Opportunity

Examples

Use templates to quickly create flows for Marketo

Learn how to use App Connect templates to quickly create flows that perform actions on Marketo; for example, open the Templates gallery, and then search for Marketo.

Learn more