Setting up Marketo
Updated
by
Mikkel Settnes
To enable Dreamdata to access your Marketo account you will need to provide three pieces of information:
- Your unique Base URL
- Your Client Id
- Your Client Secret
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The Base URL
You can find your base URL by logging in to Marketo and navigate to the Admin > Integration > Web Services menu. The base URL is labeled “Endpoint” and found in the “REST API” section as shown in the following screenshots:
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The Client Id and Client Secret
To automatically generate a Client Id and a Client Secret you will need to create a “Custom Service”. To create this Custom Service, go to the Admin > LaunchPoint menu, and select New Service.
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Give your service a descriptive name (say “Dreamdata connection”) and from the “Service” list select “Custom”. Give your service a more verbose description and select the appropriate user from the API Only User list (make sure the user has access to the needed data described below), then press Create.
This will add a new service to your list of LaunchPoint services, and the option to “View Details”. Click on “View Details” and you’ll be given the Client Id and Client Secret:
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With the Base URL, Client Id and Client Secret in hand, please log into your Dreamdata account and go to Data Platform -> Sources -> Marketo to enable the integrations.
How will the data be mapped into Dreamdata?
- Leads: Your leads will be mapped to Contacts in Dreamdata. This will allow you to track the engagement of individual contacts across multiple channels.
- Activities: Activities can be mapped to Events in Dreamdata. These events can then be linked to specific customer journeys and applied with attributions.
What objects are synced into Dreamdata?
- Leads
- Campaigns
- Activities
- Visit Webpage
- Click Email
- Click Link
- Fill Out Form
- Fill Out Facebook Lead Ads Form
- Fill Out LinkedIn Lead Gen Form
- Open Email
- Open Sales Email
- Programs
- Program Members
