Marketo

Marketo provides cloud-based marketing automation software for businesses to engage existing and potential customers. It enables the creation and maintenance of lead records, identification of opportunities, and development of email templates.

API versions: 1

API types: REST

Authentication and Authorization: Default authentication and OAuth 2.0

Key capabilities: Custom Fields support

Prerequisites:

  • Marketo web service login and password information
  • Knowledge of Marketo
  • Working webMethods Integration tenant

Triggers

  • New lead: Triggers when a new lead is created

  • New lead in List: Triggers when a new lead is created in the specified list

  • Update lead: Triggers when an existing lead is updated

  • Update lead in List: Triggers when an existing lead is updated in the specified list

  • New List: Triggers when a new list is created

  • New campaign: Triggers when a new campaign is created

Actions

  • addLeadsToList: Adds multiple leads to a list.

  • cancelExportActivityJob: Cancels an export activity job.

  • cancelExportLeadJob: Cancels an export lead job.

  • createExportActivityJob: Creates an export activity job.

  • createOpportunities: Creates opportunity objects.

  • createCompanies: Creates company objects.

  • createOpportunityRoles: Creates opportunity roles object.

  • createSalesPersons: Creates sales persons objects.

  • deleteCompanyByDedupeField: Deletes company object with dedupe field.

  • deleteCompanyByIDField: Deletes company object by ID.

  • deleteLeads: Deletes lead objects for the specified ID.

  • deleteOpportunityByDedupeField: Deletes opportunity objects by dedupe field.

  • deleteOpportunityByID: Deletes opportunity objects by ID.

  • deleteOpportunityRoleByDedupeField: Deletes opportunity role objects by dedupe field.

  • deleteOpportunityRoleByIDFields: Delete opportunity role objects by ID.

  • deleteSalesPersonByDedupeField: Deletes sales person object by dedupe field.

  • deleteSalesPersonByIDFields: Deletes sales person object by ID.

  • enqueueExportActivityJob: Puts an export activity job into the queue.

  • enqueueExportLeadJob: Puts an export lead job into the queue.

  • getActivityTypes: Returns metadata about activity types available in Marketo.

  • getCampaignById: Retrieves campaigns available in marketo for the specified ID.

  • getChannels: Retrieves a list of all available channels in the target instance.

  • getDeletedLeads: Returns a list of deleted leads.

  • getExportActivityFile: Gets the file of an export activity job in completed state.

  • getExportActivityJobStatus: Retrieves the status of an export activity Job.

  • getExportActivityJobs: Retrieves the list of export activity jobs created in the past seven days.

  • getExportLeadFile: Gets the file of an export lead Job in completed state.

  • getExportLeadJobStatus: Retrieves the status of an export lead Job.

  • getExportLeadJobs: Retrieves the list of export lead Jobs that are created in the past seven days.

  • getFolders: Retrieves the list of folders and programs in a Marketo instance.

  • getImportCustomObjectFailures: Returns a file containing the failures for the import custom objects batch Job.

  • getImportCustomObjectStatus: Retrieves the status of an import custom objects batch job.

  • getImportCustomObjectWarnings: Returns a file containing the warnings for the import custom objects batch job.

  • getImportLeadFailures: Returns the file containing the failures for the import leads batch job.

  • getImportLeadStatus: Retrieves the status of an import leads batch job.

  • getImportLeadWarnings: Returns a file containing the warnings for the import leads batch job.

  • getLeadActivities: Retrieves leads for the requested activity types.

  • getLeadById: Retrieves the lead by a specified ID.

  • getLeadPartition: Returns the list of lead partitions in a Marketo instance.

  • getMarketoLeadChangesActivityInChunks: Gets a list of lead changes in chunks.

  • getMultipleLists: Retrieves all lists.

  • getNewLeadActivities: Retrieves the list of new lead activities.

  • getPagingToken: Returns a token for a specific date.

  • getTags: Retrieves a list of all available tags in the target instance.

  • importCustomObjects: Import a file containing custom object records.

  • importLeads: Import a file containing lead records.

  • isLeadMemberOfList: Determines whether leads are a member of a specific list.

  • mergeLead: Merges two leads.

  • queryCompanies: Retrieves company information using specified input parameters.

  • queryLeadbyListId: Retrieves the details of the specified lead.

  • queryLeadbyProgramId: Retrieves multiple leads from a specific program ID.

  • queryLeads: Retrieves multiple leads for a specific search.

  • queryOpportunities: Retrieves multiple opportunities for a specific search criteria.

  • queryOpportunityRoles: Retrieves multiple opportunity roles for a specific search criteria.

  • querySalesPersons: Retrieves multiple sales persons for a specific search criteria.

  • removeLeadsFromList: Removes a lead from a list. Only static lists are accessible through the API. Smart lists are not accessible.

  • requestCampaign: Runs an existing Marketo lead in a Marketo smart campaign.

  • scheduleCampaign: Schedules the campaign.

  • updateCompaniesByDedupeField: Updates specific companies using dedupe fields.

  • updateCompaniesById: Updates company objects by ID.

  • updateOpportunitiesByDedupeField: Updates specific opportunities using dedupe fields.

  • updateOpportunitiesByID: Updates specific opportunities using IDs.

  • updateOpportunityRolesByDedupeField: Updates specific opportunity roles using dedupe fields.

  • updateOpportunityRolesByID: Updates specific opportunities using IDs.

  • updateSalesPersonsByDedupeField: Updates a specific sales person records using dedupe fields.

  • updateSalesPersonsByID: Updates a sales person object by ID.

  • upsertCompanies: Upserts data for specified company.

  • upsertLeads: Creates or updates metadata for lead object.

  • upsertOpportunities: Upserts data for specific opportunities.

  • upsertOpportunityRoles: Upserts data for specific opportunity roles.

  • upsertSalesPersons: Upserts data for sales persons.

Custom Actions

You can create your own custom actions for performing specific tasks. The actions that you create look and work exactly like the other predefined actions do.

Learn more about how to create custom actions.

Common questions

How to locate the lead ID in Marketo

While using Marketo actions in your workflow, some actions, such as those related to leads, include a Lead ID field, which requires the ID of a specific lead from your Marketo account.

To retrieve the ID of the lead from your Marketo application:

  1. Log in to the Marketo application.

  2. Go to the Lead Database section.

  3. Select All Leads and then click Leads.

  4. Select Lead IDs you want to use in your webMethods Integration workflow.