# Self-service Flow Steps
Self-service Flow Steps (opens new window) in Marketo enable you to integrate custom actions directly into your smart campaign flows. With Workato, you can design these flow steps to efficiently send lead data in bulk to any connected application, streamlining your marketing automation processes.
# Benefits of Self-service Flow Steps
Self-service Flow Steps offer several benefits:
Reusable flow steps across services
Create reusable flow steps that marketers can quickly incorporate into their custom flows. This approach eliminates the need to rely on lists within Marketo to initiate integrations with Workato.
Higher throughput for lead processing
Add Workato flow steps to batch campaigns in Marketo, allowing you to process thousands of leads simultaneously as a single job within the recipe.
# Use cases
Integrate with CRM and sales tools
Create custom flow steps that automatically add leads to other platforms, such as Outreach or Salesforce.
Advanced segmentation with product data
Pull product usage data from Snowflake and sync it to leads in Marketo for more refined segmentation.
Enhanced lead enrichment
Perform advanced lead enrichment using vendors like ZoomInfo or Clearbit, ensuring your lead data is comprehensive and up-to-date.
Sync data from ABM tools
Pull insights from ABM (account-based marketing) tools like 6sense or Demandbase and sync them directly to leads in Marketo.
# How to use Self-service Flow Steps in Workato
Self-service Flow Steps in Workato combine a trigger and an action to streamline your Marketo integrations. For the Marketo connector, use the following:
- New Marketo Self Service Flow Step trigger: This trigger receives data from the Marketo flow.
- Return data to Marketo Self Service Flow Step action: This action sends data back to Marketo to update the lead.
# Steps to configure Self-service Flow Steps
# In Workato
Sign in to your Workato instance.
Create a new recipe.
Enter a name for your recipe in the Name field, select the location where you plan to store it in the Location field, and select Trigger from an app in the Pick a starting point field.
Click Start building.
Search for and select Marketo as your app.
Select the New Marketo Self Service Flow Step trigger.
Select your Marketo instance.
Copy the Swagger Endpoint URL in the trigger hint. This value is required to add a new service in Marketo:
https://marketo-gateway.workato.com/api/v1/users/{YOUR_USER_ID}/recipes/{YOUR_RECIPE_ID}/swagger
Configure the input fields for the trigger. Be sure to save the API key you provide in this step, as this value is required to add a new service in Marketo.
Click + Add step > Action in app.
Select Marketo as your app.
Configure the input fields for the action.
At this point, your recipe should resemble the following:
Self-service Flow Steps recipe
Optional. Add more steps to your recipe to send or retrieve data from other apps.
# In Marketo
Sign in to your Marketo instance.
Navigate to Admin > Integration > Service providers and click Add new service.
Create a new service in Marketo
Provide the Swagger Endpoint URL (from the help section of your trigger) in the URL field.
Provide the API key from the trigger configuration in the API key field.
In the following steps, verify in Marketo the fields being sent to and from Workato. These must match the inputs specified in your Workato trigger configuration.
Create a campaign with a flow to test your newly registered flow step. As you send leads through the flow, you should see jobs created in Workato.
Continue to refine your recipe as required to meet your use case. If you need to include additional lead attributes or flow inputs from Marketo, you can adjust your trigger configuration. You must register a new service in Marketo each time you update the trigger configuration.
# Self-service Flow Steps FAQs
Why doesn't my updated recipe display new incoming or outgoing fields for my Marketo Self-service Flow Step?
Since Self-service Flow Steps are registered only once during service setup, you must retire your old Self-service Flow Step in Marketo and register a new one.
Why are some lead fields not mapped properly during service setup?
Today, our Self-service Flow Steps only support string data type fields. Alternatively, use the Get leads action to get the lead fields you require and the Update leads action to update the lead fields.
Why aren't some lead fields sent from Marketo transferred to the trigger output in Workato?
Verify that you have mapped your fields properly in the service setup. Each field you have selected in your incoming lead attributes should be mapped to the lead attribute in Marketo during the service provider setup.
Why does Marketo ask me to resolve collisions?
The service name and flow step name are derived from your recipe name. As such, you can see collisions with other flow steps if they share the same exact name. Marketo prompts you to provide a different name to distinguish it from existing flow steps.
Last updated: 10/2/2024, 3:53:41 PM