Marketo

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

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. 

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’. 

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. 

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. 

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.

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

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

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:

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

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:

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. 

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.