Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Marketo (marketo) (c383e0e8-7699-47c1-8543-9130b9b0a465)

Export Leads from a CSV file to Marketo

Workflow
Revops
Intermediate

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview
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The purpose of this workflow is to capture leads from a CSV file and use these to create and update your contacts in Marketo.

This workflow is fired every time a CSV file is uploaded to a Tray form:

Prerequisites
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To implement this workflow, you will need the following:

  • API credentials for Marketo

  • A CSV file with the correct column setup. You can use this template to set up your CSV file.

Getting Live
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Click Use Template button to deploy the template in your chosen Workspace.

Then take the following steps to configure the workflow and start submitting leads for processing:

The workflow will then start the process of pulling the leads into Marketo.

Key workflow steps
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The following diagram gives a simplified breakdown of the key steps in the workflow:


Data mapping
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The workflow uses the Data Mapper to dynamically respond to the 'Lead Source' in the CSV file and maps it to a machine-readable format:

Organic Search --> ORGANIC_SEARCH

Paid Search --> PAID_SEARCH

Email marketing --> EMAIL_MARKETING

etc.

This can then be passed to the Marketo 'Lead Source' (hs_analytics_source in the Marketo API) when creating / updating contacts.


Standardize
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This Object Helpers step transforms the Form data into a standard object with fields in the following format:

First Name --> first_name

Last Name --> last_name

Lead Source --> lead_source

etc.

Note that the actual value for Lead Source ('PAID_SOCIAL' etc.) is mapped according to the data mapping section above.

For each lead we will then have a simple object which can be easily accessed by later Marketo steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:


Validate Email
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The lead’s email address is validated for the appropriate user@domain.com format.


Push Lead
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A search is made for an existing lead in Marketo using said lead’s email address as the unique identifier.

If a Marketo lead does exist, the contact record is updated.

If a Marketo lead does not exist, a new contact record is created.