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Overview

Authentication

When you add a Marketo card to a Flow for the first time, you’ll be prompted to configure the connection. This will enable you to connect your Marketo account, save your account information, and reuse the connection in new Flows that include Marketo.

Note: You can create multiple connections and manage them from your Settings page.

To create a new connection from an Action card:

  1. Click New Connection.
  2. Enter a Connection Nickname. This is useful if you plan to create multiple Marketo connections to share with your team.
  3. Enter your Marketo Endpoint. For example, if the endpoint is https://xxx-xxx-xxx.marketo.com/rest, use https://xxx-xxx-xxx.marketo.com.
  4. Enter your Marketo Client ID.
  5. Enter your Marketo Client Secret.
  6. Click Create.

    Actions

    • Add Leads to List

      Add leads to a Marketo list by using lead IDs.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Input Fields

      • List ID (number): identification code associated with the list to which you want to add the leads. The list ID is a 4-6 digit number which can be found within the URL after the #SL. To find a list ID, open the target list in Marketo.
      • Lead IDs (list): identification code of the leads you wish to add to the list. You can find a lead’s ID by using the Search Lead action in Marketo. Note: you can add a maximum of 300 leads at a time.

      Output Fields

      • Leads (list)
        • Lead ID (number): identification number of the leads
        • Status: status of the added leads
    • Create Lead

      Create new lead in Marketo.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Options

      • Mode (drop-down): action to be taken, select from Create Only, Create or Update, and Create Duplicate
      • Lookup Field: if the Lookup Field is specified, the following actions will happen depending on the Mode you selected:
        • Create Only: the Lookup Field must match with an input field or the lead won’t be created
        • Create or Update: if the value of the Lookup Field matches with the value of the matching input field in an existing lead, that lead is updated, else a new lead is created
        • Create Duplicate: if the value of the Lookup Field matches with the value of the matching input field in an existing lead, a duplicate of that lead is created

      Input Fields

      The input fields for this card are dynamically generated based on your environment.

      • Company Name: name/title of company affiliated with lead
      • Site: location of the company of newly created lead
      • Billing Address: billing address of the lead (for example, building number, street/avenue)
      • Billing City: city of the billing address (for example, Seattle)
      • Billing State: state of billing address (for example, Washington)
      • Billing Country: country of billing address (for example, United States)
      • Billing Postal Code: postal code of  billing address
      • Website: website URL of the company the lead is associated with
      • Main Phone (number): main phone number of the lead’s company
      • Annual Revenue (number): yearly revenue created by the lead
      • Num Employees (number): number of people employed by the company
      • Industry: industry of the company the lead works for (for example, steel, tourism, automobile)
      • Company Notes: notes or additional information about the company the lead is associated with
      • Id (number): identification number of the lead
      • Salutation: lead’s preferred salutation (for example, Mr., Ms., Dr.)
      • First Name: first name of the lead
      • Middle Name: middle name of the lead
      • Last Name: last name of the lead
      • Email Address (yes or no) : if yes, lead’s email is added to card
      • Phone Number (number): phone number of the lead
      • Mobile Phone Number (number): mobile (cell) phone number of lead
      • Fax Number (number): number associated with lead’s fax machine
      • Job Title: lead’s job title at associated company
      • Date of Birth (calendar): date of lead’s birth (MM/DD/YYYY)
      • Address: address of the lead (for example, building number, street/avenue)
      • City: city of the billing address (for example, Seattle)
      • State: state of billing address (for example, Washington)
      • Country: country of billing address (for example, United States)
      • Postal Code: postal code of the address
      • Unsubscribed (yes or no): if yes, lead is unsubscribed from notifications, do not send email notifications
      • Do Not Call (yes or no): if yes, do not call phone number
      • Person Notes: notes or additional information about the lead
      • Department:lead’s department in their company
      • Lead Source: source the lead originated from
      • Lead Status (number): the current marketing/sales status of the lead
      • Lead Score (number): integer score awarded to the lead by scoring campaigns and programs
      • Priority (number): lead’s Sales Insight priority, system-managed
      • Relative Score (number): lead’s Sales Insight relative score, system-managed
      • Relative Urgency (number): level of urgency of the lead’s Sales Insight
      • Lead Rating (number): marketing/sales rating of the lead
      • Acquisition Program: program the acquisition is associated with
      • Acquisition Date (calendar): date of acquisition
      • Last Viewed Date (number): most recent date lead’s profile was viewed
      • Last Referenced Date (number): most recent date the lead was referenced

      Output Fields

      • Lead ID (number): identification number of lead
      • Status: status of the updated lead
    • Custom API Call

      Make a custom HTTP call to the Marketo API.

      Options

      • Request Type (dropdown): use the appropriate request type depending on the endpoint/method
        • GET
        • POST
        • PUT
        • DELETE

      Input

      • Relative URL (text): Specify the relative URL as /rest/v1/{insert_remaining_URL}. You can specify query parameters in the relative URL using “?”, or specify the query parameters as an object key pair in the Query input.

          Example: https://developers.marketo.com{{input.Request.Relative URL}}

      Note: The version of the api is handled by the connector in the Accept header.

      • Query (object): Specify any additional query parameters that should be included in object format (key value pairs).
      • Headers (object): Specify any headers required in addition to authorization or content-type (these are already handled by this connector).
      • Body (object): Specify a request body in JSON format. Only available for POST and PUT requests.

      Output

      Response

      • Status Code (number): success or failure of your HTTP request. Here is a list of all status codes.
      • Headers (object): a detailed context for the status code, unrelated to the output body. Response headers are dependent on your selected HTTP request option. Note that not all headers are response headers. This will usually be a replica of the example below.

        Example: {"Content-type":"application/json"}
      • Body (object): data returned from your selected HTTP request (for example, the data from a GET request).

    • Read Lead

      Read a lead in Marketo using the lead ID.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Input Fields

      • Lead ID (number): identification number of lead

      Output Fields

      Output fields which are marked on checkboxes before test button is pushed on input fields will be listed under “Read Lead” Card.

      Note: Maximum 250 output fields are allowed. Marketo may refuse the connection if the number exceeds 250.

      • Company Name: name/title of company affiliated with lead
      • Site: location of the company of newly created lead
      • Billing Address: billing address of the lead (for example, building number, street/avenue)
      • Billing City: city of the billing address (for example, Seattle)
      • Billing State: state of billing address (for example, Washington)
      • Billing Country: country of billing address (for example, United States)
      • Billing Postal Code: postal code of  billing address
      • Website: website URL of the company the lead is associated with
      • Main Phone (number): main phone number of the lead’s company
      • Annual Revenue (number): yearly revenue created by the lead
      • Num Employees (number): number of people employed by the company
      • Industry: industry of the company the lead works for (for example, steel, tourism, automobile)
      • Company Notes: notes or additional information about the company the lead is associated with
      • Id (number): identification number of the lead
      • Salutation: lead’s preferred salutation (for example, Mr., Ms., Dr.)
      • First Name: first name of the lead
      • Middle Name: middle name of the lead
      • Last Name: last name of the lead
      • Email Address (yes or no) : if yes, lead’s email is added to card
      • Phone Number (number): phone number of the lead
      • Mobile Phone Number (number): mobile (cell) phone number of lead
      • Fax Number (number): number associated with lead’s fax machine
      • Job Title: lead’s job title at associated company
      • Date of Birth (calendar): date of lead’s birth (MM/DD/YYYY)
      • Address: address of the lead (for example, building number, street/avenue)
      • City: city of the billing address (for example, Seattle)
      • State: state of billing address (for example, Washington)
      • Country: country of billing address (for example, United States)
      • Postal Code: postal code of the address
      • Unsubscribed (yes or no): if yes, lead is unsubscribed from notifications, do not send email notifications
      • Do Not Call (yes or no): if yes, do not call phone number
      • Person Notes: notes or additional information about the lead
      • Department:lead’s department in their company
      • Lead Source: source the lead originated from
      • Lead Status (number): the current marketing/sales status of the lead
      • Lead Score (number): integer score awarded to the lead by scoring campaigns and programs
      • Priority (number): lead’s Sales Insight priority, system-managed
      • Relative Score (number): lead’s Sales Insight relative score, system-managed
      • Relative Urgency (number): level of urgency of the lead’s Sales Insight
      • Lead Rating (number): marketing/sales rating of the lead
      • Acquisition Program: program the acquisition is associated with
      • Acquisition Date (calendar): date of acquisition
      • Last Viewed Date (number): most recent date lead’s profile was viewed
      • Last Referenced Date (number): most recent date the lead was referenced
    • Read List

      Read information about a list in Marketo using the list ID.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Input Fields

      • List ID (list): identification number associated with list, find List ID

      Output Fields

      • Name: name/title of the program
      • Description: description of the program, if any, maximum 2000 characters
      • Program Name: name of the program the list is in
      • Workspace Name: name of the workspace the list is shared with
      • Created At (calendar): date when the campaign was created
      • Updated At (calendar): most recent date when the campaign was updated
    • Read List Leads

      Read leads in a Marketo list using the list ID.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Input Fields

      • List ID (number): Identification number of list. Find List ID.

      Output Fields (list)

      Output fields which are marked on checkboxes before test button is pushed on input fields will be listed under “Read Lead” Card.

      Note: Maximum 250 output fields are allowed. Marketo may refuse the connection if the number exceeds 250.

      • Company Name: name/title of company affiliated with lead
      • Site: location of the company of newly created lead
      • Billing Address: billing address of the lead (for example, building number, street/avenue)
      • Billing City: city of the billing address (for example, Seattle)
      • Billing State: state of billing address (for example, Washington)
      • Billing Country: country of billing address (for example, United States)
      • Billing Postal Code: postal code of  billing address
      • Website: website URL of the company the lead is associated with
      • Main Phone (number): main phone number of the lead’s company
      • Annual Revenue (number): yearly revenue created by the lead
      • Num Employees (number): number of people employed by the company
      • Industry: industry of the company the lead works for (for example, steel, tourism, automobile)
      • Company Notes: notes or additional information about the company the lead is associated with
      • Id (number): identification number of the lead
      • Salutation: lead’s preferred salutation (for example, Mr., Ms., Dr.)
      • First Name: first name of the lead
      • Middle Name: middle name of the lead
      • Last Name: last name of the lead
      • Email Address (yes or no) : if yes, lead’s email is added to card
      • Phone Number (number): phone number of the lead
      • Mobile Phone Number (number): mobile (cell) phone number of lead
      • Fax Number (number): number associated with lead’s fax machine
      • Job Title: lead’s job title at associated company
      • Date of Birth (calendar): date of lead’s birth (MM/DD/YYYY)
      • Address: address of the lead (for example, building number, street/avenue)
      • City: city of the billing address (for example, Seattle)
      • State: state of billing address (for example, Washington)
      • Country: country of billing address (for example, United States)
      • Postal Code: postal code of the address
      • Unsubscribed (yes or no): if yes, lead is unsubscribed from notifications, do not send email notifications
      • Do Not Call (yes or no): if yes, do not call phone number
      • Person Notes: notes or additional information about the lead
      • Department:lead’s department in their company
      • Lead Source: source the lead originated from
      • Lead Status (number): the current marketing/sales status of the lead
      • Lead Score (number): integer score awarded to the lead by scoring campaigns and programs
      • Priority (number): lead’s Sales Insight priority, system-managed
      • Relative Score (number): lead’s Sales Insight relative score, system-managed
      • Relative Urgency (number): level of urgency of the lead’s Sales Insight
      • Lead Rating (number): marketing/sales rating of the lead
      • Acquisition Program: program the acquisition is associated with
      • Acquisition Date (calendar): date of acquisition
      • Last Viewed Date (number): most recent date lead’s profile was viewed
      • Last Referenced Date (number): most recent date the lead was referenced
    • SearchLeads

      Search Lead

      Search one or more leads in Marketo.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Options

      • Search Field (drop down): choose the value you want to use when searching for lead, for example, email, Facebook ID, or Twitter ID
      • Result Set (drop down): choose from whether the search applies to the First Matching lead or All Matching Leads

      Input Fields

      • Values (list): value used to search the lead, for example, email, Facebook ID, or Twitter ID

      Output Fields

      The output fields for this card are dynamically generated based on your environment.

      • Company Name: name/title of company affiliated with lead
      • Site: location of the company of newly created lead
      • Billing Address: billing address of the lead (for example, building number, street/avenue)
      • Billing City: city of the billing address (for example, Seattle)
      • Billing State: state of billing address (for example, Washington)
      • Billing Country: country of billing address (for example, United States)
      • Billing Postal Code: postal code of  billing address
      • Website: website URL of the company the lead is associated with
      • Main Phone (number): main phone number of the lead’s company
      • Annual Revenue (number): yearly revenue created by the lead
      • Num Employees (number): number of people employed by the company
      • Industry: industry of the company the lead works for (for example, steel, tourism, automobile)
      • Company Notes: notes or additional information about the company the lead is associated with
      • Id (number): identification number of the lead
      • Salutation: lead’s preferred salutation (for example, Mr., Ms., Dr.)
      • First Name: first name of the lead
      • Middle Name: middle name of the lead
      • Last Name: last name of the lead
      • Email Address (yes or no) : if yes, lead’s email is added to card
      • Phone Number (number): phone number of the lead
      • Mobile Phone Number (number): mobile (cell) phone number of lead
      • Fax Number (number): number associated with lead’s fax machine
      • Job Title: lead’s job title at associated company
      • Date of Birth (calendar): date of lead’s birth (MM/DD/YYYY)
      • Address: address of the lead (for example, building number, street/avenue)
      • City: city of the billing address (for example, Seattle)
      • State: state of billing address (for example, Washington)
      • Country: country of billing address (for example, United States)
      • Postal Code: postal code of the address
      • Unsubscribed (yes or no): if yes, lead is unsubscribed from notifications, do not send email notifications
      • Do Not Call (yes or no): if yes, do not call phone number
      • Person Notes: notes or additional information about the lead
      • Department:lead’s department in their company
      • Lead Source: source the lead originated from
      • Lead Status (number): the current marketing/sales status of the lead
      • Lead Score (number): integer score awarded to the lead by scoring campaigns and programs
      • Priority (number): lead’s Sales Insight priority, system-managed
      • Relative Score (number): lead’s Sales Insight relative score, system-managed
      • Relative Urgency (number): level of urgency of the lead’s Sales Insight
      • Lead Rating (number): marketing/sales rating of the lead
      • Acquisition Program: program the acquisition is associated with
      • Acquisition Date (calendar): date of acquisition
      • Last Viewed Date (number): most recent date lead’s profile was viewed
      • Last Referenced Date (number): most recent date the lead was referenced
    • Search Lists

      Search one or more lists in Marketo.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Options

      • Result Set (drop down): choose from whether the search applies to the First Matching List or All Matching Lists

      Input Fields

      • List Names (list): names of lists
      • Program Names (list): names of programs associated with the lists
      • Workspace Names (list): names of specific workspace groups, often used for international purposes, see Marketo API Docs

      Output Fields

      • List ID (number): identification number associated with list
      • Name: name/title of the program
      • Description: description of the program, if any, maximum 2000 characters
      • Program Name: name of the program the list is in
      • Workspace Name: name of the workspace the list is shared with
      • Created At (date & time): date when the campaign was created
      • Updated At (date & time): most recent date when the campaign was updated
    • Update Lead

      Update an existing lead in Marketo using the lead ID.

      Required fields are indicated in red.

      Unless otherwise mentioned, all fields are text.

      Input Fields

      The input fields for this card are dynamically generated based on your environment.

      • Company Name: name/title of company affiliated with lead
      • Site: location of the company of newly created lead
      • Billing Address: billing address of the lead (for example, building number, street/avenue)
      • Billing City: city of the billing address (for example, Seattle)
      • Billing State: state of billing address (for example, Washington)
      • Billing Country: country of billing address (for example, United States)
      • Billing Postal Code: postal code of  billing address
      • Website: website URL of the company the lead is associated with
      • Main Phone (number): main phone number of the lead’s company
      • Annual Revenue (number): yearly revenue created by the lead
      • Num Employees (number): number of people employed by the company
      • Industry: industry of the company the lead works for (for example, steel, tourism, automobile)
      • Company Notes: notes or additional information about the company the lead is associated with
      • Id (number): identification number of the lead
      • Salutation: lead’s preferred salutation (for example, Mr., Ms., Dr.)
      • First Name: first name of the lead
      • Middle Name: middle name of the lead
      • Last Name: last name of the lead
      • Email Address (yes or no) : if yes, lead’s email is added to card
      • Phone Number (number): phone number of the lead
      • Mobile Phone Number (number): mobile (cell) phone number of lead
      • Fax Number (number): number associated with lead’s fax machine
      • Job Title: lead’s job title at associated company
      • Date of Birth (calendar): date of lead’s birth (MM/DD/YYYY)
      • Address: address of the lead (for example, building number, street/avenue)
      • City: city of the billing address (for example, Seattle)
      • State: state of billing address (for example, Washington)
      • Country: country of billing address (for example, United States)
      • Postal Code: postal code of the address
      • Unsubscribed (yes or no): if yes, lead is unsubscribed from notifications, do not send email notifications
      • Do Not Call (yes or no): if yes, do not call phone number
      • Person Notes: notes or additional information about the lead
      • Department:lead’s department in their company
      • Lead Source: source the lead originated from
      • Lead Status (number): the current marketing/sales status of the lead
      • Lead Score (number): integer score awarded to the lead by scoring campaigns and programs
      • Priority (number): lead’s Sales Insight priority, system-managed
      • Relative Score (number): lead’s Sales Insight relative score, system-managed
      • Relative Urgency (number): level of urgency of the lead’s Sales Insight
      • Lead Rating (number): marketing/sales rating of the lead
      • Acquisition Program: program the acquisition is associated with
      • Acquisition Date (calendar): date of acquisition
      • Last Viewed Date (number): most recent date lead’s profile was viewed
      • Last Referenced Date (number): most recent date the lead was referenced

      Output Fields

      • Lead ID (number): identification number of lead
      • Status: status of the updated lead