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Marketo: Integration Tutorial

  • Updated

1. Installation Steps

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

  • You have Admin Permissions on your Marketo system
  • You have created a new Marketo API User (Admin -> Users & Roles -> Invite New User)
    • Step 1: Credentials can be anything (suggestion: Email = integration@leadspace.com, First Name = Leadspace, Last Name = Integration)
    • Step 2: Select "API Role" and the “API Only” checkbox
    • Step 3: Click Send

Screen_Shot_2019-07-31_at_1.13.40_PM.png

  • You have created a new Leadspace LaunchPoint (Admin -> LaunchPoint -> New -> New Service)
    • Display Name: Leadspace API Service
    • Service: Custom
    • Description: Leadspace API Service
    • API Only User: The user created above

Screen_Shot_2019-07-31_at_1.19.02_PM.png

  • You have sent your Marketo details to support@leadspace.com
    • Client Id and Client Secret (Admin -> LaunchPoint -> Leadspace API Service -> View Details)
    • Endpoint and Identity (Admin -> Web Services -> REST API)

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2. Create Validation Fields

  • Go to Admin -> Field Management -> New Custom Field
  • Create "LS System Status"
    • Type: String
    • Name: LS System Status
  • Create "LS Updated"
    • Type: Datetime
    • Name: LS Updated

3. Setup Webhook

  • Go to Admin -> Webhooks -> New Webhook
    • Webhook Name: Leadspace Enrichment
    • URL: https://apigw.leadspace.com/v1/marketo/enrich/<APIKEY> (APIKEY to be provided by Leadspace Support)
    • Request Type: POST
    • Template: 
      • { "externalId": {{lead.id}}, "firstName": {{lead.First Name}}, "lastName": {{lead.Last Name}}, "email": {{lead.Email Address}}, "person.country": {{lead.LeadCountry}}, "companyName": {{company.Company Name}}, "companyWebsite": {{company.Website}}, "companyPhone": {{company.Main Phone}}, "companyCountry": {{company.Billing Country}}, "companyState": {{company.Billing State}}, "companyCity": {{company.Billing City}}, "customFields": { "First Lead Source": {{lead.FirstLeadSource}}, "Country Name": {{lead.countryName}}, "Combined Score": {{lead.combinedScore}}, "Lead Score": {{lead.leadScore1}}, "MQL": {{lead.mql}}, "Lead Status": {{lead.leadStatus}}, "Contact Status": {{lead.idcontactStatus}, "Name Created Date": {{lead.namedCreatedDate}} }, "enrichStatus": {{lead.lSSystemStatus}}, "updated": {{lead.lSUpdated}} }
    • Request Token Encoding: JSON
    • Response Type: JSON
  • Edit Response Mapping
    • Response Attribute: lSSystemStatus
    • Marketo Field: lSSystemStatus
      Screen_Shot_2019-07-31_at_1.47.00_PM.png
    • Response Attribute: lSUpdated
    • Marketo Field: lSUpdated
  • Click Webbooks Actions -> Set Custom Header
    • Header: Content-type
    • Value: application/json
      Screen_Shot_2019-07-31_at_1.49.08_PM.png

4. Create Leadspace On Demand Smart Campaign

  • Go to Marketing Activities
  • Create new folder "Enrichment New Leads" and new Smart Campaign "Leadspace On Demand Enrichment" inside folder
  • Go to Smart List section
    • Drag the "Campaign is Requested" trigger onto the canvas and keep filter as "Marketo Flow Action"
      Screen_Shot_2019-07-31_at_1.57.52_PM.png
  • Go to Flow section
    • Drag the "Call Webhook" trigger onto the canvas and select the "Leadspace Enrichment" webhookScreen_Shot_2019-07-31_at_1.58.50_PM.png
  • Go to Schedule section -> Edit Smart Campaign Settings
    • Change "If lead has been in this Smart Campaign before" to "every time"
      Screen_Shot_2019-07-31_at_1.59.08_PM.png
    • Click Activate

5. Test the Webhook

Now that the initial campaign to call the webhook are setup, you can send a test record through the webhook to make sure everything is working properly. You can follow the steps in Testing your new Leadspace Integration.

6. Create Leadspace New Leads Smart Campaign

Lastly, we need a second campaign that determines who & when to send records through, and to request the Leadspace On Demand Enrichment.

  • Go to Marketing Activities and select the folder that contains Leadspace On Demand Enrichment campaign
  • Click New > New Smart Campaign
  • Choose the folder, name it 'Leadspace Inbound' and add a Description

mceclip0.png

  • Click Create
  • Go to Smart List tab and drag/drop Person is Created into the pane. 
    • You can add any other constraints or filters as needed

mceclip1.png

  • Go to the Flow tab and drag/drop Request Campaign

mceclip2.png

  • Choose the Leadspace On Demand Enrichment campaign you created in Step 4
  • Go to Schedule Tab and click Activate

Your leads will now flow through the Leadspace Inbound campaign then call the Leadspace On Demand Enrichment campaign which calls the webhook.

 

Field Mapping

Now that the webhook and lead campaigns have been created, you will need to send the list of API names of the LS fields in Marketo that you would like to have mapped to Leadspace fields. Once we complete and upload the mapping file, it will dictate all of the fields that can return LS Enrichment data for the leads you send through the Marketo webhook. 

To pull the list of API names for fields from Marketo:

  • Go to Marketo
  • Go to Admin
  • Go to Field Management
  • Select 'Export All Fields'
  • Highlight the fields you want Leadspace to map

If this is a new request:

  • Please create a support ticket for our Support Team to review.

If this is an ongoing ticket or conversation with Support, your CSM and/or your Enablement Manager:

  • Please update your support ticket and/or email thread with your CSM or Enablement Manager.