DEV

Marketo

Marketo Connection

Put Marketo to Work with @Human Automations and @Human Agents

The Marketo Connection documents all Triggers, Actions and Query Operations available for creating automations via the Marketo API.

What can you do with the Marketo Connection?

  • Connect to the Marketo API in a few clicks

  • Use the related Marketo Operations (see below) in @Human Automations or @Human Agents

Trigger Operations

Lead Created

Triggers on: leads/leadCreated

Triggered when a new lead is created in Marketo.

Lead Updated

Triggers on: leads/leadUpdated

Triggered when an existing lead is updated in Marketo.

Activity Created

Triggers on: activities/activityCreated

Triggered when a new activity is recorded for a lead in Marketo.

Action Operations

Action: Add Lead to List

Action: Create or Update Lead

Action: Update Program

Action: Find Company

Query Operations

Example link

Example link

Obtaining Access Credentials

To obtain a Personal Access Token (PAT) for Marketo, follow these steps:

Prerequisites

  • Admin access to the Marketo instance.

  • Subscription: Must be on a Marketo Engage plan with API access enabled.

Steps

  1. Log in to your Marketo instance as an Admin.

  2. Navigate to Admin (top-right gear icon).

  3. Under Integration, select LaunchPoint.

  4. Click NewNew Service.

  5. Enter a Display Name (e.g., "System-to-System PAT").

  6. Under Service, select "Custom" (or "REST API" if available).

  7. In the API Only User section:

    • Check "Enable API-only user".

    • Enter a Username (must be unique).

  8. Click Create.

  9. After creation, click the three-dot menu next to the service → View Details.

  10. Under API Only User, click Generate Token.

  11. Copy the Client ID and Client Secret (these act as credentials for PAT generation).

Configuring Webhooks

  1. Log in to your Marketo instance.

  2. Navigate to Admin in the top navigation bar.

  3. Under Integration, select Webhooks.

  4. Click New Webhook.

  5. Provide a Webhook Name and enter the URL provided by the destination service.

  6. Select the Request Type (e.g., POST).

  7. Enter the Template payload (use Insert Token to add lead data attributes if needed).

  8. Set the Request Token Encoding and Response Type (e.g., JSON).

  9. Click Create.

  10. Navigate to Marketing Activities and add the Call Webhook flow step to a Smart Campaign to trigger the webhook.

Code (Apache v2.0): Service Connectivity and Metadata

Code (Apache v2.0): List of External Resources and Internal Mapping

Last updated