How to use IBM App Connect with Marketo

Marketo provides a cloud-based marketing platform that helps you to engage with your customers and prospects.

Availability:
  • A connector in IBM App Connect Enterprise as a ServiceApp Connect Enterprise as a Service connector
  • A local connector in a Designer instance of IBM App Connect in containers (Support Cycle 3)Local connector in containers (Long Term Support Cycle-3 release) 13.0.7.0-r1 or later
  • A local connector in a Designer instance of IBM App Connect in containers (Continuous Delivery release)Local connector in containers (Continuous Delivery release) 11.0.0.10-r1 or later
  • A local connector in a Designer instance of IBM App Connect in containers (Support Cycle 2)Local connector in containers (Long Term Support Cycle-2 release)
The following information describes how to use IBM® App Connect to connect Marketo to your other applications.

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 Designer Connect > Applications and APIs page or flow editor. If necessary, work with your Marketo administrator to obtain these values.

Table 1. Marketo connection fields
Connection field Description
Endpoint URL The Marketo REST API endpoint URL
Identity URL The Marketo REST API identity URL
Client ID The ID that is used to authenticate with Marketo
Client secret The client secret that is used to authenticate with Marketo

To obtain the connection values for Marketo, see Obtaining connection values for Marketo.

To connect to a Marketo endpoint from the App Connect Designer Applications and APIs page for the first time, expand Marketo, then click Connect.

Tip:

Before you use the account that is created in App Connect in a flow, rename the account to something meaningful that helps you to identify it. To rename the account on the Applications and APIs page, select the account, open its options menu (⋮), then click Rename Account.

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 Applications and APIs page of the App Connect Designer.

    For some applications, the events and actions 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

        Webhook callback URL example

    • 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

Marketo events

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

Action Description
New lead Triggers when a lead is created

Marketo actions

Your flow completes these actions on this application.

Object Action Description
Campaigns Retrieve campaigns Retrieves all campaigns from Marketo
Leads Add lead to list Adds an existing lead to a list in Marketo
Create lead Creates a lead in Marketo
Delete lead Deletes a lead in Marketo
Retrieve leads Retrieves all leads from Marketo
Update lead Updates a lead in Marketo
Update or create lead Updates a lead if it already exists, or create a new lead
Lists Retrieve lists Retrieves all lists from Marketo
Opportunities Create opportunity Creates a new opportunity in Marketo
Delete Opportunity Deletes a opportunities in Marketo
Retrieve opportunities Retrieves all opportunities from Marketo
Update opportunity Updates an opportunity in Marketo
Update or create opportunity Updates an opportunity if it exists, or create a new one

Examples

Dashboard tile for a template that uses Marketo
Dashboard tile for a template that uses Marketo
Dashboard tile for a template that uses Marketo

Use templates to create flows for Marketo

Learn how to use App Connect templates to create flows that complete actions on Marketo. For example, go to the Discover page, then search for Marketo.

Dashboard tile for a template that uses Marketo

Model Context Protocol (MCP) support

The Marketo connector supports MCP, and all Marketo actions for the listed objects can be added to an MCP server as tools. For more information on how to configure an MCP server, see Creating and managing MCP servers.