Connectors / Service / Marketo

Innovation for marketers, by marketers. (updated: 1606478686742)

Marketo

Marketing automation software to help marketers master the art & science of digital marketing to engage customers and prospects

Overview

The Tray.io connector for Marketo puts the whole of the Marketo API at your fingertips. Save leads directly into Marketo, export data to other Cloud Services, and interact with campaign & custom field data - in real-time.

Authentication

Click "Add Authentication" in the properties panel on the right.

You will need the following credentials on hand in order to authenticate your account with Tray.io: 'API Endpoint Domain', 'Client ID' and 'Client Secret'.

IMPORTANT!: Please be aware that it is mandatory to include

https://

at the beginning of the auth input, when filling in the 'API Endpoint Domain' field. Without this, your authentication will fail.

marketo-auth-details

Once authenticated, you can interact with your Marketo instance using the Tray.io platform.

Note on using Marketo Webhooks

If you are using a webhook (set up in the Marketo Admin interface) and wish email addresses containing a + symbol to be processed (e.g. john.smith+182374@example.com), you need to change the Request Token Encoding from 'None' to 'Form/Url':

marketo-webhook-encoding

Note on Operations usage

Rate limiting

IMPORTANT!: You should always bear in mind the Marketo Integration Best Practices, in particular the API Limits.

Each API-enabled instance of Marketo has a daily allocation of at least 10,000 REST API calls per day, but more commonly 50,000 or more (which resets daily at 12:00AM CST). Note that you can increase your daily quota through your account manager.*

Each Marketo instance has a rate limit of 100 calls per 20 seconds.

USER TIP: It is best practice to eliminate redundant calls, by using theBulk... operations rather than the corresponding single record/result **Get...**operations, whenever possible.

Bulk API Endpoints

For the purposes of the 'Raw HTTP request' operation, it is important to note that Bulk API endpoints are not prefixed with '/rest' like other endpoints.

If there is a Bulk API endpoint you wish to use, that does not yet have an associated operation, you can use the Raw HTTP request operation to utilise it.

To do so, you will need to select 'Full URL' from the 'URL' parameter drop-down of the 'Raw HTTP request' operation and specify the complete URL.

For example:

  1. Within the Marketo API documentation, the endpoint for polling the job status of a Program Member export is given as:

GET /bulk/v1/program/members/export/${exportId}/status.json

  1. You would append this to the first part of the Endpoint URL (from your Marketo Web Services Admin page) to specify the Full URL: Note the omission of /rest from the Endpoint URL

https://123-ABC-456.mktorest.com/bulk/v1/program/members/export/${exportId}/status.json

Using the Raw HTTP Request ('Universal Operation')

As of version 2.17, it is now possible to effectively create your own operations.

This is a very powerful feature which you can put to use when there is an endpoint in Marketo which is not used by any of our operations.

To use this you will first need to research the endpoint in the Marketo API documentation v1.0 , to find the exact format that Marketo will be expecting the endpoint to be passed in.

IMPORTANT!: While using the docs is encouraged for research purposes, note that you should referto the specific value that appears in your Marketo Admin pages, not any that may appear in thisconnector documentation which is given as they are only examples.

To find your endpoint through your Marketo Admin pages, log into your Marketo account, click on 'Admin', and then going into the Integration block click 'Web Services'.

In the REST API section you will find your Endpoint URL.

marketo-find-endpoint

Your Endpoint URL will also show the base URL that you will need for your 'Raw HTTP request' operation.

Base URL for Marketo: https://${your-base-url}.mktorest.com

For example:

If your Endpoint URL was shown as:

https://123-ABC-456.mktorest.com/rest

Then the base URL that you would use in the Raw HTTP Request operation would be the same (minus the endpoint itself): Note the omission of /rest from the Endpoint URL.

https://123-ABC-456.mktorest.com

You will then only need to add the suffix to the endpoint, as the base url will be automatically set (the base url is picked up from the value you entered when you created your authentication).

For example, say that the 'List program leads' operation did not exist in our Marketo connector, and you wanted to use this endpoint, you would use the Marketo API documentation v1.0 to find that the 'List programs' endpoint is a GET request at the following url:

marketo-get-request-programs

Endpoint: /v1/leads/programs/${programId}.json (Note the omission of /rest once more.)

Notice that you will also need the id of the Program for which you would like to list leads.

So if you know what your programId and the 'List programs' endpoint is, you can get the details you need with the following settings:

Method: GET

Endpoint: /v1/leads/programs/${programId}.json

Example 'programId': 1003

Final Outcome: /v1/leads/programs/1003.json

marketo-raw-http-settings

As a result, this will return a listing of program leads for the program identified as ID: 1003, as requested.

marketo-raw-http

All Operations

Latest version:

2.26

Add leads to static list

Add a list of leads to a static list

Check lead list membership

Checks if leads are members of a given static list

Clone program

Clones the target program.

Create bulk export activities job

Creates and queues a bulk export activities job. Once completed, you can download the file as a CSV using the "Download Bulk Export Activities Job File" operation.

Create bulk export leads job

Creates and queues a bulk export leads job. Once completed, you can download the file as a CSV using the "Download Bulk Export Leads Job File" operation.

Create bulk export program members job

Creates and queues a bulk export program members job. Once completed, you can download the file as a CSV using the "Download Bulk Export Program Members Job File" operation.

Create bulk import custom object job

Creates and queues a bulk import custom object job.

Create bulk import leads job

Creates and queues a bulk import leads job. You can poll the status of the import using the Get import lead status operation.

Create custom activities

This API is used to add custom activity for multiple leads. A maximum of 300 activity records can be submitted at a time.

Create static list

Creates a new Static List.

Create/update multiple companies

Create or update a list of companies in Marketo.

Create/update multiple custom objects

Create or update custom object data in Marketo.

Create/update multiple leads

Create or update a list of leads in Marketo.

Create/update multiple opportunities

Create or update a list of opportunities in Marketo.

Create/update multiple opportunity roles

Create or update a list of opportunity roles in Marketo.

Create/update multiple sales persons

Create or update a list of sales persons in Marketo.

Create/update token

Creates or updates a token in the parent folder.

Delete companies

Delete multiple companies for a given criteria.

Delete invited user

Delete a pending user. A pending user is a user that has not yet accepted an invitation.

Delete leads

Delete multiple leads given their ID.

Delete leads from static list

Removes a given set of person records from a target static list.

Delete opportunities

Delete multiple opportunities for a given criteria.

Delete opportunity roles

Delete multiple opportunity roles for a given criteria.

Delete sales persons

Delete multiple sales persons for a given criteria.

Delete static list

Deletes the designated Static List.

Describe custom activity type

Returns metadata for a specific custom activity type.

Describe object

Get full details about an object type in Marketo.

Download bulk export activities job file

Downloads the CSV file that was exported as part of a bulk activities export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export leads job file

Downloads the CSV file that was exported as part of a bulk lead export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export program members job file

Downloads the CSV file that was exported as part of a bulk program member export job, using the export ID. NOTE: this will only work for jobs that have completed.

Get activities bulk export job status

Gets the current status of a bulk activities export job.

Get activity type attributes DDL

Get activity types

This API returns meta data about activity types (except change data value) available in Marketo.

Get activity types DDL

Get custom activity types

This API returns meta data about custom activity types (except change data value) available in Marketo.

Get folder by ID

Retrieve a folder from its ID.

Get folder by name

Retrieve a folder from its name.

Get lead activities

Get a list of lead activities.

Get lead bulk export job status

Gets the current status of a bulk lead export job.

Get lead by ID

Get a lead in Marketo by their ID.

Get lead changes

This API retrieves change data value for leads.

Get lead import failures

Returns the list of failures for the import batch job in CSV format.

Get lead import warnings

Returns the list of warnings for the import batch job in CSV format.

Get leads bulk import status

Returns the status of a leads import batch job.

Get paging token

This API returns a token for a given date.

Get program by ID

Get a program in your Marketo account, using its unique ID.

Get program by name

Get a program in your Marketo account, using its unique name.

Get program members bulk export job status

Gets the current status of a bulk program member export job.

Get smart lists DDL

Get static list by ID

Returns a list record by its ID.

Get static list by name

Returns a list record by its name.

Get static list leads

Retrieve all leads that belong to a static list

Get static lists DDL

Get tokens by folder ID

Retrieves the list of available My Tokens in the target folder.

Invite user

Send an email invitation to a new user.

List campaigns

Get a list of campaigns

List campaigns DDL

List custom activity types DDL

List custom object fields DDL

List custom object filter types DDL

List custom object type fields DDL

List custom object types

Get a list of all of the custom object types.

List custom object types DDL

List custom objects

Get a list of custom objects of a given type.

List deleted leads

Return a list of leads deleted after a given date and time. Deletions greater than 14 days old may be pruned.

List folders

Retrieve a list of child folders within a given root folder.

List landing pages

Retrieves a list of accessible landing pages from the target instance.

List lead attributes DDL

List lead searchable fields DDL

List leads

Get a list of leads.

List object fields DDL

List object filter types DDL

List program leads

Get a list of leads belonging to a particular program.

List program member attributes DDL

List programs

Get a list of programs in your Marketo account.

List programs DDL

List roles

Return a list of all role records.

List roles DDL

List static lists

Returns a set of static list records based on given filter parameters.

List user roles and workspaces

Return a list of user role and workspace records.

List users

Retrieve a list of all user records.

List users DDL

List workspaces

Retrieve a list of workspace records.

List workspaces DDL

Push lead

Upsert a lead, and generate a Push Lead to Marketo activity.

Raw HTTP request (advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Search companies

Retrieve multiple companies for a given search criteria.

Search leads

This API will retrieve multiple leads for a given search criteria.

Search opportunities

Retrieve multiple opportunities for a given search criteria.

Search opportunity roles

Retrieve multiple opportunity roles for a given search criteria.

Search sales people

Retrieve multiple companies for a given search criteria.

Trigger campaign

Trigger a campain with specified input in Marketo.

Update static list metadata

Updates the metadata of a static list asset.