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Marketo: Integration Tutorial

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
    • 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)
      Picture1.png

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.LeadCounry}}, "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
  • 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 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

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.

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