Print Friendly and PDF
Follow

Marketo: Integration Tutorial

1.  Installation Prerequisites

Before beginning your Marketo installation, please ensure the following prerequisites have been met:

  • Your Leadspace Ideal Customer Profile has been reviewed by Leadspace and adapted specifically for the Marketo integration.
  • You have Admin Permissions on your Marketo system.
  • You have sent your Marketo SOAP API data to [email protected] (within “Admin Settings”, select “Integration” and then “Web Services”):

 

2.  Field Customization for Leadspace Enriched Data

a) Create fields for Leadspace data on your Marketo instance

 

  • Go to Admin => Field Management => New Custom Field
  • See naming conventions in the table below.
  • If you also are using Salesforce.com, we recommend that you create some, if not all, of your Salesforce fields in Marketo as well.

 

  • Set textual fields to type string (NOT text)
  • Name your LS Custom field in the following format: "LS <field name>"
  • When complete, click Create.  

 

Marketo API Field Name

Marketo Friendly Label

Marketo Field Type

* LSStatus

LS Status

String

* LSUpdated

LS Enrichment Date

Datetime

** LSID

LSID

String

** LSTitle

LS Title

String

** LSLeadJobFunctions

LS Lead Job Functions

Text area

** LSLeadEmail

LS Lead Email

Email

** LSLeadPhone

LS Lead Phone

Phone

** LSVerified

LS Verified

String

** LSVerificationSource

LS Verification Source

String

** LSLeadScore

LS Lead Score

String/Score/Float

** LSLeadLevel

LS Lead Level

String

** LSLeadCountry

LS Lead Country

String

** LSLeadDepartment

LS Lead Department

String

** LSOriginalEmailVerification

LS Original Email Verification

String

LSFirstName

LS First Name

String

LSLastName

LS Last Name

String

LSCompany

LS Company

String

LSCompany-OriginalInput

LS Company - Original Input

String

**LSCompanyScore

LS Company Score

String/Score/Float

**LSLeadCity

LS Lead City

String

**LSLeadState

LS Lead State

String

**LSLeadProductsandTechnologies

LS Lead Products and Technologies

Text area

LSLeadLinkedinProfile   

LS Lead Linkedin Profile

URL

**LSCompanyIndustry

LS Company Industry

String

**LSCompanySubIndustry

LS Company Sub Industry

String

**LSCompanySize

LS Company Size

Integer

LSCompanyDescription

LS Company Description

Text area

**LSCompanySize-Range

LS Company Size - Range

String

**LSCompanyRevenue

LS Company Revenue

Currency* (if not USD, select Float)

LSCompanyRevenueRange

LS Company Revenue Range

String

**LSCompanyCountry

LS Company Country

String

**LSCompanyState

LS Company State

String

LSCompanyCity

LS Company City

String

LSCompanyStreet

LS Company Street

String

LSCompanyZipcode

LS Company Zipcode

String

LSCompanyPhone

LS Company Phone

Phone

LSCompanyWebsite

LS Company Website

URL

**LSCompanyProductsTechnologies

LS Company Products and Technologies

Text area

LSSIC-Primary

LS Company SIC Code

Text

LSNAIC-Primary

LS Company NAICS Code

Text

 

*Mandatory field

**Highly recommended field 

The following fields will be available for customers who use Site Level Matching service:

Input\Output

Leadspace Field Name

Type

output

LS DU Company City

text

output

LS DU Company Country

text

output

LS DU Company Name

text

output

LS DU Company Phone

text

output

LS DU Company Revenue

numeric

output

LS DU Company Revenue Range

text

output

LS DU Company State

text

output

LS DU Company Street

text

output

LS DU Company Website

text

output

LS DU Company Zipcode

text

output

LS DU Company Size

numeric

output

LS DU Company Size Range

text

output

LS DU Primary NAICS

text

output

LS DU Primary SIC

Text

output

LS GU Company City

text

output

LS GU Company Country

text

output

LS GU Company Name

text

output

LS GU Company Phone

text

output

LS GU Company Revenue

numeric

output

LS GU Company Revenue Range

text

output

LS GU Company State

text

output

LS GU Company Street

text

output

LS GU Company Website

text

output

LS GU Company Zipcode

text

output

LS GU Company Size

numeric

output

LS GU Company SizeRange

text

output

LS GU Primary NAICS

text

output

LS GU Primary SIC

text

output

LS Site Company City

text

output

LS Site Company Country

text

output

LS Site Company Name

text

output

LS Site Company Phone

text

output

LS Site Company Revenue

numeric

output

LS Site Company RevenueRange

text

output

LS Site Company State

text

output

LS Site Company Street

text

output

LS Site Company Website

text

output

LS Site Company Zipcode

text

output

LS Site Company Size

numeric

output

LS Site Company Size Range

text

output

LS Site Primary NAICS

text

output

LS Site Primary SIC

text

output

DU LS ID

text

output

GU LS ID

text

output

LS Site ID

text

*Please note - Leadspace will overwrite all data when mapped to a field.  To avoid overriding existing data, we recommend creating a set of Leadspace designated custom fields.

3.  Installing Leadspace for Marketo

a) Create a Leadspace Webhook

  • Go to Admin => Integration => Webhooks

  • Set the Webhook name as “Leadspace Enrichment”.
  • Insert the following URL to the URL textbox:
https://api01.leadspace.com:9443/ui/ext2/projects.json?fields=id&api=marketo&company={{company.Company Name:default=}}&update={{lead.LSUpdated:default=}}&jobTitle={{lead.Job Title:default=}}&index={{system.munchkinId}}_{{lead.id:default=}}

If you use custom fields for Company Name and/or Job Title please contact [email protected]

  • Go to the Response Mappings section below and add the “LSStatus” and “LSUpdated” fields:

    • If you use default fields for First Name, Last Name, Email, Company Website and Company Phone, insert the following link to the “Template” field (be sure to insert the token Leadspace provided you in “Leadspace Token Here”):
    data={"type":"Spotlighting","name":"Spotlight Marketo","externalId":{{lead.id:default=}},"firstName":{{lead.First Name:default=}},"lastName":{{lead.Last Name:default=}},"email":{{lead.Email Address:default=}},"companyWebsite":{{company.Website:default=}},"api":"Marketo","enrichStatus":{{lead.LS Status:default=}},"sourceType":"Api","companyCountry":{{company.Billing Country:default=}},"companyState":{{company.Billing State:default=}},"companyCity":{{company.Billing City:default=}}}



  • Set Request Token Encoding and Response Type to “JSON”.


 

Setting up a trigger for Leadspace enrichment

  • Open Marketo “Marketing Activities”.



  •  Open “Enrichment New Leads”, choose “New” and then “New Smart Campaign”.



  • Choose the program and campaign name (example below).



    To enrich on demand every lead you wish with Leadspace data, drag the “Campaign is Requested” trigger onto the “Smart List” tab main screen.

  

  • Next, drag the “Call Webhook” trigger onto the “Flow” tab main screen and choose the Leadspace webhook you created above, “Leadspace Enrichment”. 

 

  • Activate the campaign in the “Schedule” tab by clicking the “Activate” button.



  • Once you have completed these steps, contact [email protected] to receive your Leadspace token.
  • In addition to enriching new leads, additional Leadspace triggers can be set for:
    a) Incoming leads that are missing specific data fields (Email address, Title, etc.)
    b) Incoming leads that received a high behavioral score
    c) Incoming leads from specific accounts (e.g. Fortune 100)
    d) Incoming leads that inquired about a specific product line
    e) And more

    If you wish to have a thorough discussion regarding additional triggers, please contact [email protected], and our integration experts will be happy to assist you.

What’s next?
After installing Leadspace for Marketo, every new lead can now be verified, enriched, segmented and scored by Leadspace. This capability opens up new opportunities for you to optimize the way you manage your leads and your pipeline to supply your sales organization with accurate and highly targeted leads.

For best practices, you can follow this guide - 

Pushing Leadspace Company Data From Contacts To Accounts

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.