Marketo

Marketo provides a cloud-based marketing platform that helps you to engage with your customers and prospects. This document describes how to connect IBM watsonx Orchestrate to Marketo and use its skills on watsonx Orchestrate.

Connecting to Marketo

Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection

To connect watsonx Orchestrate to Marketo, complete the following steps:

  1. Click Connect app.
  2. Fill all fields needed to establish the connection.
    • Endpoint URL: The Marketo REST API endpoint URL. Refer, the Marketo page for more details.
    • Identity URL: The Marketo REST API identity URL. Refer, the Marketo page for more details.
    • Client ID: The ID you use to authenticate with Marketo.
    • Client secret: The client secret you use to authenticate with Marketo.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

What to do next

After you connect to the app, you can use the app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.

Parent topic:

→ Prebuilt apps