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 on IBM CloudCloud-managed connector
  • 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 (Extended Update Support)Local connector in containers (Extended User Support release)
  • A local connector in a Designer instance of IBM App Connect in containers (Long Term Support)Local connector in containers (Long Term Support release)
The following information describes how to use IBM® App Connect to connect Marketo to your other applications.

Connecting to Marketo

To connect App Connect to an Marketo account that you want App Connect to use, you need the following connection details:

  • Endpoint URL
  • Identity URL
  • Client ID
  • Client secret
    1. Log in to Marketo with an ID that has administration access (or ask your Marketo administrator to do the following steps for you).
    2. Create or identify an API Only user account. (Ref: Marketo Docs)
    3. Click the Admin tab, and then click Web Services in the Integration pane.
    4. In the REST API section, note the values in the following fields:
      • Endpoint: Use this value for the Endpoint URL.
      • Identity: Use this value for the Identity URL.
    5. In the Integration pane, click LaunchPoint. The Installed services window opens.
    6. Click New > New Service and complete the following fields to create a custom service for use with the REST API: Ref: Marketo Docs)
      • Display name: Enter a name that identifies you and the purpose of the service, for example: AppConnect-username
      • Service: Select Custom.
      • Description: Enter a description. For example:
        Connection for App Connect
      • 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. Note the following values:
      • Client ID: Use this value as the Client ID.
      • Client secret: Use this as the Client secret.

To connect to Marketo from the App Connect Designer Catalog page for the first time, under Marketo click Connect. This creates an account in App Connect. For more information about ways to connect to Marketo, see Managing accounts in App 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 Catalog page, select the account, open its options menu (⋮), then click Rename Account.

What should I consider first?

Before you use App Connect Designer 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 (IBM Cloud Pak for Integration or App Connect on IBM Cloud) 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 Callback URL provided by App Connect. To configure a Webhook in Marketo for use with App Connect, you need to use the following settings:
    • URL: The value of Callback URL provided on the Marketo event node in an App Connect flow. To get this value from App Connect Designer, start creating the event-driven flow and add the Marketo event (for example, New Lead). Copy the Callback URL value shown.
    • 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 about how to configure and activate a Webhook in Marketo, see How to configure and activate a Marketo webook for use with App Connect

Events and actions

Email events

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

New lead

Marketo actions

These are actions on this application that you want a flow to complete.

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

Screenshot of the dashboard tile for a template that uses Asana

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 then search for marketo.

Screenshot of the dashboard tile for a flow that connects Marketo to Salesforce

When I add a new lead in Marketo, a lead is updated or created in Salesforce

Learn how easy it is to use App Connect to connect Marketo to Salesforce so that every time a new lead is added in Marketo, a lead record with the same information is automatically updated or created in Salesforce.