Marketo Integration: Set-up & Authentication
Siftrock is Marketo LaunchPoint partner. We support a flexible integration that pushes new contacts and data field updates directly to your Marketo account based on the rules you define.
Follow the steps below to set-up API integration between your Siftrock and Marketo accounts.
Marketo set-up involves creating a new user with API-only access and a custom service which will allow Siftrock to authenticate against your Marketo account. We created this condensed help topic based on documentation provided by Marketo here.
Create an API role
While still in Admin area of your Marketo account, select Users & Roles from the left-side menu.
Create a new role. This role will contain the permissions specific to the API user we will create next. Select Roles at the top of your screen and click the New Role button.
Give the new role a name and description. In this example we called it "API Role" to remind us in the future why it was created. Under permissions, expand the Access API section and check the Read-Write Lead checkbox, then click the Create button.
Create an API user
Now create an API-only user. This is the user account Siftrock will use to Authenticate against Marketo's API. Navigate to the Users tab, and click the Invite New User button.
This dialog will come up - fill in the details according to the screen shot below.
It's important that you select the API Role you just created above, as well as checking the API Only checkbox. This will ensure that Siftrock can only access your data through the API and can't log in directly to the application.
NOTE: The email address is a placeholder value to track Marketo API usage. You will need to use your own email address such as "email@example.com". Whether you choose to monitor this account is up to you - generally you shouldn't need to.
Create a custom Service
Now that you've created a user with access to the API, you need a custom service to identify the application (Siftrock) to Marketo.
While still in Admin, navigate to LaunchPoint on the left sidebar.
Under Installed Services, click the New button.
This will bring up the New Service dialog. Fill out the dialog with the values shown below. Make sure and select the API only user you created in the previous step.
Setup in Marketo is now complete. You've created a role providing access to the API, and created a user assigned to that role. You've also created a new service to provide authentication to the Siftrock platform.
To view the authentication credentials, click the View Details link in the service list for the Siftrock service you just created.
Siftrock needs the Client Id and Client Secret values you see in the dialog that comes up. You will use them in the Siftrock setup in the next section.
Web Services URL's
Siftrock uses Marketo's REST API. Different Marketo customers have different URL's for accessing the API, and Siftrock needs those URL's in order to function correctly.
The URL's specific to your account are located under Web Services in the admin menu.
There is a section on the page called REST API with two values: Endpoint and Identity. Siftrock needs both of these values in order to function correctly.
Configuration in Marketo is complete and you should have the four values Siftrock requires for a successful integration:
- Client id
- Client secret
- REST API endpoint URL
- REST API identity URL
The next section details where to add these values in your Siftrock Account.
Click on Settings in the top navigation -
Then click Integration in the sub-navigation on the left side of the page.
Select Marketo from the dropdown menu to.
Configure Marketo dialog
A dialog will come up asking for the four values from your Marketo configuration described above. Copy/paste the values into Siftrock. Make sure you copy them exactly as they are in your Marketo account.
Once you click the Save button Siftrock will test the values you input to make sure the integration is set up correctly. Once tested, the Marketo section should be updated with the detail you've provided as well as a green checkmark.
If authentication failed the status will indicate such.
The integration between Siftrock and Marketo adds powerful automation to reply mail intelligence. Once you've configured your account it's time to start creating workflows that tell Siftrock what to do with the data we process from your replies.
If you have any problems with setup, please email support and we'd be happy to help.