Adding actions and using output

Procedure

  1. Add Marketo and Salesforce connectors to your webMethods Integration canvas and connect them.
  2. Configure the Marketo-getLeadById action by double-clicking the Marketo connector icon and selecting the getLeadByIdaction from the Select Action drop-down list. When you do this, two more fields are populated in the window.
  3. Provide the name for the action and select or add the account for Marketo. Click Next.
  4. Select or specify the ID of the campaign that you want to fetch in the Campaign ID field.
  5. Click Next and test the action by clicking the Test option. This serves two purposes. First, it checks whether the action is configured properly. Second, it fetches the details of the latest campaign and displays it in the Output tab.
  6. Click Done to return to the canvas.
  7. Configure the Salesforce - createLeads action by double-clicking the Salesforce connector icon, and selecting the Create Campaign action in the window that appears.
  8. Select the appropriate Salesforce account that you want to use to run the action. Click Next.
  9. You can see the output data of the Marketo - getLeadById action on the left-side of the screen. The output data includes output keys that are returned by the action output. Use these keys to provide inputs for the Salesforce - Create Leads action.
  10. Similarly, you can add other details of the campaign, such as company and city.
  11. Click Next.
  12. You can now optionally test the configured action by clicking Test or going back to the canvas by clicking Done.
  13. When you save and test this workflow, webMethods Integration fetches the details of the specified Marketo campaign, and by using those details, creates a new Salesforce campaign.