Marketo (opens new window) is a marketing automation solution that empowers customer engagement through digital marketing.
# API version
The Marketo connector uses Marketo REST API (opens new window).
# Create custom service for Workato
Marketo exposes REST endpoints which allows integration platforms (like Workato) to remotely retrieve and execute core capabilities. It is recommended to create a specific custom service client for Workato.
There are a few reasons for this.
- All operations will be logged under a custom service dedicated for integration and workflow processes. This improves usage and error tracking by isolating issues specific to each integration platform.
- This allows you to customize permissions and security profile, without having it tied to a specific employee user.
The custom service should have all the permissions needed to perform the required actions for your integration scenario. When building recipes, you may encounter a 403 error, it means that the ISU does not have sufficient permission for the action.
# How to create custom service on Marketo
|1. Create API role||Navigate to Admin > Users & roles > select the Roles tab > New user.|
Select Access API under permissions and click Create.
Create role in Marketo
|2. Create API user||Navigate to Admin > Users & roles > select the Users tab > New role.|
Select the API role that you just created and finish the user setup.
Create user in Marketo
|3. Create custom service |
|Navigate to Admin > Launchpoint > New > New service.|
Select the API-only user that you just created and click Create.
New custom service
|4. Retrieve client credentials||Select View details for the new custom service.|
View custom service
This will show you the client ID and Client secret required for authentication on Workato.
For more information about creating custom services, see the Marketo documentation (opens new window).
# How to connect to Marketo on Workato
Marketo connection setup
|Connection name||Give this connection a unique name that identifies which Marketo instance it is connected to.|
|REST Endpoint||The base URL of your Marketo instance. Find out how to retrieve your base URL here (opens new window).|
|Custom service client ID||The ID for this custom service client.|
|Custom service client secret||The password for this custom service client.|
# Marketo triggers and actions
You can browse the other chapters:
# Marketo triggers
# Marketo lead actions
- Create lead action
- Search leads action
- Update lead action
- Upsert leads action (batch)
- Add leads to list action
- Bulk import leads from file action
- Bulk export leads to file action
- Bulk export activities to file action
- Change lead program status action
- Get lead activities action
# Other Marketo actions
- Search campaigns action
- Trigger campaign action
- Get program by name action
- Get channel by name action