Marketo, Salesforce, and Snowflake recipe

This use case guides you through connecting Marketo, Salesforce, and Snowflake to Workato to create a powerful automation.

What does this recipe do?

This recipe monitors Marketo for new lead activity. The recipe creates a new task in Salesforce and inserts a new row in Snowflake when new lead activity is detected in Marketo.

flowchart TD subgraph M[" "] direction TB subgraph D[&nbsp Marketo New lead activity trigger &nbsp] direction RL x(setup) --- xx(Trigger) end subgraph H[Salesforce New task action] xxx(Action) --- E(setup) end subgraph R[&nbsp Snowflake Insert new row action &nbsp] AA(Action) --- EE(setup) end end A([Create recipe]) -- Configure your recipe --> M --> B([Automated workflow]) D --> H H --> R classDef default fill:#fff,stroke:#67eadd,stroke-width:2px; classDef WorkatoTeal fill:#67eadd,stroke:#b3e0e1,stroke-width:2px,color:#000; classDef SubgraphDash fill:#e1fffc,stroke:#f66,stroke-width:2px,color:#000,stroke-dasharray: 5 5 class x,xx,xxx,E,AA,EE,A,B WorkatoTeal class D,H,R SubgraphDash

Create your recipe

Complete the following steps to create a recipe that monitors Marketo for new lead activity and then creates a new task in Salesforce and inserts a new row with the lead information in Snowflake when activity is detected:

USE CASES ARE INTENDED AS EXAMPLES ONLY

This use case is intended to serve as an example. Recipe modifications such as trigger and action configuration and conditional logic may require adjustments if you plan to include this recipe in your own workflow.

1

Sign in to your Workato account and navigate to the workspace project where you plan to add the recipe.

2

Set up connections for Marketo, Salesforce, and Snowflake using the steps in the following sections:

Set up your Marketo connection.

1

Click Create > Connection.

2

Search for and select Marketo in the New Connection page.

3

Provide a name for your connection in the Connection name field.

Marketo connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Enter the base URL of your Marketo instance in the REST Endpoint field. Refer to the Marketo Base URL documentation (opens new window) for information on how to find your base URL.

6

Enter the ID for the custom service client in the Custom service client ID field.

7

Enter the password for the custom service client in the Custom service client secret field.

8

Click Connect.

Set up your Salesforce connection.

1

Click Create > Connection.

2

Search for and select Salesforce in the New Connection page.

3

Provide a name for your connection in the Name field.

Salesforce connection setup

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the Sandbox drop-down menu to determine the account connection type.

6

Optional. Click Advanced to configure advanced connection options.

7

Optional. Select the Custom OAuth profile. App requests use the profile specified in Workato when you select this option. This ensures that the connection is restricted to the same set of scopes you selected for all users with the profile, and the authentication flow uses the client app linked to the custom profile.

8

Click Connect, enter your Salesforce account credentials when prompted, and then click Log In to verify the connection.

Log in to your Salesforce account

Set up your Snowflake connection

1

Click Create > Connection.

2

Search for and select Snowflake in the New Connection page.

3

Provide a name for your connection in the Name field.

4

Enter your account identifier in the Account Identifier field. Snowflake has multiple methods of identifying an account. Workato supports all methods:

• Account name: https://{org.name}-{account_name}
• Connection name: https://{org.name}-{connectionname}
• Account locator: https://{account.locator}.{region}.{cloud}

If you're using the account locator, note that {region} and {cloud} are only required for certain locations. For example:

• If your account is hosted in AWS US West (Oregon), use your-account-locator.
• If your account is hosted in AWS US East (Ohio), use your-account-locator.us-east-2.
• If your account is hosted in Azure West Europe, use your-account-locator.west-europe.azure.

5

Enter the full name of the warehouse in which you plan to perform all operations for this connection in the Warehouse field.

6

Enter the database you plan to use in your recipe connection in the Database name field.

7

Use the Authentication type drop-down menu to select your authentication type.

• Username/Password: Enter your username and password if you select this option.
• OAuth 2.0: Enter your Client ID and Client Secret if you select this option.

8

Click Connect.

3

Click Create > Recipe.

4

Provide a name for your recipe in the Name field and select the project in which you plan to store the recipe from the Location drop-down menu.

5

Ensure that Trigger from an app is selected under Pick a starting point and click Start building.

Set up your recipe

6

Set up your Marketo trigger.

1

Search for Marketo in the Choose an app search box and select the Marketo connection app you created in the preceding steps.

2

Select New lead activity in Marketo batch as your trigger.

Select New lead activity in Marketo batch as your trigger

3

Use the calendar modal to select the date from which your recipe should begin to monitor events in the When first started, this recipe should pick up events from field. Learn more about this input field.

New lead activity batch trigger

4

Search for and select New Lead in the Activity field.

Select New lead as the activity

5

Use the List drop-down menu if you plan to limit lead activity monitoring to a specific list. Lead activities from all lists are included if this field is empty.

6

Select an option for Enrich lead data:

• Yes: The trigger output performs additional requests to supplement each activity record with the associated lead data.

• No: Excludes lead enrichment requests to reduce the number of API requests.

7

Click Save.

7

Click the + Add step button and select Action in app.

Select Action in app

8

Set up your Salesforce action.

1

Search for Salesforce in the Choose an app search box and select the Salesforce connection app you created in the preceding steps.

Choose Salesforce as your app

2

Select Create records in batches as your action.

Select Create records in batches as your action

3

Search for and select Task in the Object field.

4

Navigate to the Tasks section and map the Marketo Activities | Step 1 datapill into the Tasks source list field.

Map the Activities | Step 1 datapill into the Tasks source list field

5

Click Save.

9

Click the + Add step button in the recipe editor and select Repeat for each.

Select Repeat for each

How does the Repeat for each condition work?

A Repeat for each loop repeats one or more actions for each item in a list. The loop ends automatically when the entire list is processed.

flowchart TD A(["Start"]) --> B("New activity in Marketo?") B -- "Yes" --> C("Insert new row in Snowflake") B -- "No" --> D(["Exit loop"]) C --> B classDef default fill:#67eadd,stroke:#b3e0e1,stroke-width:2px,color:#000; classDef WorkatoPink fill:#f3c1c2,stroke:#f3c1c2,stroke-width:1px; class A,D WorkatoPink

10

Set up your Repeat for each loop.

1

Map the Marketo Activities | Step 1 datapill into the Input list field.

Configure Repeat for each

11

Set up your Snowflake action.

The Snowflake action is nested within the Repeat for each condition in this use case.

1

Click Select an app and action under the For each condition and then search for and select the Snowflake connection app you created in the preceding steps.

Click Select an app and action

Search for and select Snowflake

2

Select Insert row for your action.

Select Insert row

3

Use the Table drop-down menu to select the name of the Snowflake table in which you plan to insert rows.

Select your Snowflake table

4

Click Save.

Your Marketo, Salesforce, and Snowflake recipe is ready to test and implement.