1.  Installation Prerequisites

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

• 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

• 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)

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.  Create 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:
    • If you are using Intent:

      { "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}} }

    • If you are NOT using Intent:

      { "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
    
• Click Webbooks Actions -> Set Custom Header
  • Header: Content-type
  • Value: application/json
    

4. Create 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"
    
• Go to Flow section
  • Drag the "Call Webhook" trigger onto the canvas and select the "Leadspace Enrichment" webhook
• Go to Schedule section -> Edit Smart Campaign Settings
  
  • Change "If lead has been in this Smart Campaign before" to "every time"
    
    
  • Click Activate