Marketo provides cloud-based marketing automation software for businesses to engage existing and potential customers. It lest you create and maintain records for the leads, identify opportunities, and create email templates for your organization. 

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Triggers

  • New Lead

    Triggers when a new lead is created

  • New Lead in List

    Triggers when a new lead is created in the specified list

  • Update Lead

    Triggers when an existing lead is updated

  • Update Lead in List

    Triggers when an existing lead is updated in the specified list

  • New List

    Triggers when a new list is created

  • New Campaign

    Triggers when a new campaign is created

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Actions

  • Add File

    Create a new file

  • Add Leads to List

    Add one or more leads to the specified list

  • Create Folder

    Create a folder

  • Delete Email

    Delete the specified email

  • Delete Email Template

    Delete the specified email template

  • Delete Folder

    Delete the specified folder

  • Delete Leads

    Delete one or more leads

  • Get Campaign Details

    Retrieve the details of the specified campaign

  • Get Daily Usage

    Retrieve the number of API users along with the details of the calls they have consumed

  • Get Emails

    Retrieve the details of one or more emails

  • Get File Details

    Retrieve the details of the specified file

  • Get Folder Details

    Retrieve the details of the specified folder

  • Get Folders

    Retrieve the sub folders of the specified folder

  • Get Lead Activities

    Retrieve the list of activities 

  • Get Lead Changes

    Retrieves the list of changes for the specified date and time. 

  • Get Lead Details

    Retrieve the details of the specified lead

  • Get Lead Partitions

    Retrieve the list of lead partitions

  • Get Leads Using Filter

    Retrieve the details of one or more leads that match the specified filter criteria

  • Get Leads Using List ID

    Retrieve the list of leads associated with the specified list

  • Get Leads by Program ID

    Retrieve the list of leads associated with the specified program

  • Get List Details

    Retrieve the details of the specified list

  • Get List of Campaigns

    Retrieve the list of some or all campaigns

  • Get Multiple Lists

    Retrieve one or more lists

  • Get Paging Token

    Retrieve a paging token which is used to fetch data value changes 

  • Get Weekly Usage

    Retrieve the list of API users and the number of calls they have consumed in the past seven days

  • List Images and Files

    Retrieve the list of images files of the specified folder. 

  • List Marketo Activity Types

    Retrieve the list of all activity types

  • Merge Leads

    Merge a winning lead with a losing lead

  • Schedule Campaign

    Schedule a campaign to be run at the specified time

  • Upsert Leads

    Insert or update an existing lead

Common Questions

To use Marketo in your flow, you will first need to connect Marketo to Built.io Flow Enterprise. 

To do this, drag any Marketo action listed under Marketo service on the canvas and click on ‘Add New’ option listed under ‘Connect to Marketo’ field in the configuration window. You will be prompted to enter ‘Identity Service URL’, ‘Client ID’, and ‘Client Secret’ for your Marketo account. You can also rename the connection name in the ‘Connection Label’ field. 

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To retrieve the ‘Client ID’ and ‘Client Secret’, log in to your Marketo account and click on ‘Admin’ tab given on the dashboard. From the list of options that appear, select ‘LaunchPoint’ listed under ‘Integration’. 

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A new window will appear with the list of installed services of your Marketo account. Locate the service you wish to use and click on ‘View Details’ link given against it. A dialogue box with ‘Client ID’ and ‘Client Secret’ of your account will appear. 

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To retrieve the ‘Identity Service URL’, click on “Admin’ tab on the dashboard, and select ‘Web Services’ option listed under ‘Integration’. Next, locate the ‘Rest API’ section in the web services settings window that appear, to retrieve the ‘Identity Service URL’ key. 

identity-service-url

Once you have entered these details in the ‘Add connection’ window, the connection will be automatically created and added under ‘Connect to Marketo’ field. Once added, this connection will be available in all Marketo actions and triggers.

While using Marketo actions in your workflow, you will notice that some actions (especially actions related to Marketo leads) contain the field ‘Lead ID’, which requires you to enter the ID of a particular lead from your Marketo account. 

Let's understand how to retrieve the ID of the Lead from your Marketo application.

Step 1. Log in to Marketo

Log in to your Marketo application.

Step 2. Locate your Lead ID

Now, navigate to the 'Lead Database' section.

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Now, select 'All Leads', and click on 'Leads' section.

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Select a 'Lead ID' you wish to use in your Built.io Flow Enterprise workflow.

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While using Marketo actions in your workflow, you will notice that some actions contain a field ‘Folder ID’, which requires you to provide ID of a folder available in your Marketo account. However, this ID cannot be directly found from the Marketo dashboard. 

To fetch this ID, you will need to use another action of Marketo in a separate workflow, which will return the ID of the folder in the response.

Let’s understand how to get the Folder ID using an example workflow.

Step 1. Set up and configure Webhook trigger

Log in to your Built.io Flow Enterprise account, and select '+Blank Flow'. In this workflow, you will setup 'Webhook URL' as the trigger. Learn how to post data to webhook and use it in actions of your workflow.

Step 2. Add and configure 'Marketo - Get Folder Details' action

Once the webhook trigger is configured, add 'Marketo - Get Folder Details' action to your workflow and connect it to the webhook trigger as shown below:

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Select the 'Marketo Connection' and in the 'Folder Name' field, enter the name of the folder of which ID you wish to retrieve. 

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Once you have entered the details, click on 'Done'. 

Step 3. Add and configure 'Gmail - Send an Email' action

Add 'Gmail - Send an Email' action to the canvas and connect it to the existing workflow as shown below:

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Select the Gmail authorization from the drop down list and configure the rest of the action as shown below:

To: Enter your email ID. 

Subject: Enter the subject of the email.

Body: Since we need only ID of the folder, add 'id' and 'ParentId' keys given on the right hand side of the configuration window. 

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Once you have entered these details, click on 'Done' and 'Run' the flow. This will retrieve the ID of the folder from your Marketo account and will send it to your specified email ID. 

You can then use this folder ID in Marketo actions.