Marketo: Getting Started with Lead Push
This article covers the following:
Setting up the Marketo Integration
Step 1: In Marketo: Get Credentials
You will need credentials from Marketo in order to set up an integration with Influitive.
a. Choose/create a Marketo user's login that will be used for the integration between AdvocateHub and Marketo
b. Log in to Marketo as that user, navigate to Admin > Integration > Web Services and copy the Marketo Endpoint and Identity from the REST API section:
c. We also need to find Client ID and Client Secret. We can find this by following these steps in Marketo:
(i) Create a custom application by going to the Admin > Integration > LaunchPoint screen and create a new service.
(ii) You will be greeted with a pop up which you should fill in using "Custom" for the Service field, "Influitive" for the Display Name and Description, and then choose the email address of the administrator of your Marketo instance. This email address should belong to an account with API Only user permission.
Click on Create.
(iii) Click on View Details on the service you just created and you should see your Client ID and Secret.
Step 2: In The AdvocateHub: Enter the Credentials
Now that the hard part has been taken care of, we need to enter the information we have gathered into our Marketo V2 integration in the AdvocateHub. We can do this by;
a. Navigating to Integrations > Marketo V2 > Manage and you should be greeted with the below screen. Hit Enable Integration.
b. Now we should be given the opportunity to enter our credentials! Fill in the 4 fields and hit Save. The button should turn green if they have been entered correctly.
Now that the integration is active we can start configuring however you like!
Pushing referral leads from Advanced Referrals
Marketo leads are pushed to Marketo from Influitive in batches. This means that several referral submissions may be grouped together under the one log update ( see below). For this reason, it can take up to 20 - 30 minutes between when a referral is submitted and when it will appear in Marketo.
If referrals are coming in from an Advanced Referrals campaign, here's what you'll have to do to push Referral campaign leads into Marketo:
1. Enable Marketo V2 by going to Integrations > Marketing > Marketo V2
2. Enter your credentials in the Setup tab (based on the instructions above).
3. Under the Settings tab, click on Push Referral 2.0 Leads to Marketo
4. Map your Prospect fields from the Influitive Referral Campaign to the Marketo Lead object fields. Hit Save.
Test the flow and check out the logs
Test the setup by submitting a Referral Lead record via the Referral Campaign by following this instruction article. Once submitted, check whether or not your leads were successfully pushed to Marketo and to troubleshoot any issues, in the Integrations > Marketo V2 > click on the Logs tab.
To view details about a particular lead push, click on View result details to expand the item.
If the Logs says successful, please check in your Marketo database to see if the Lead record is created successfully along with the mapped fields.
If you noticed a Failure in the logs, please contact email@example.com to investigate further.
Note: If a duplicate Lead record is submitted in Influitive, a duplicate lead in Marketo will not be created. It will overwrite existing fields with new information.