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Marketo channel

See the Channel Catalog to see which Plans have access to this channel.

Please note that terms used in the Marketo channel categories are Marketo specific terminology.

Marketo provides marketing automation software for account-based marketing and other marketing services and products, including SEO and content creation.

How to Connect

  1. On the My pipelines page, click Create Pipelines. 
    new.connect.png
  2. Search for the first step for your new pipeline. You can always add more steps later.
  3. To use the legacy builder, click the Pipeline Designer toggle to use the legacy version of the pipeline builder.
    pipe.toggle.png

For more information about connections, see How to connect to a channel.

Connect to Marketo

  1. Expand Marketo in the list of channels on the right side of the page and click Connect to Marketo.
  2. In the pop-up window, complete your Endpoint URL and supply both the Client ID and Client Secret. When finished click Connect to Marketo.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.
  • Authorization updates, such as a changed password.
  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has this channel in it.
  2. Open a step that contains this channel.
  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with Marketo are grouped into two categories: Custom Objects and Leads.

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

Type Name Description
Custom Objects
Action Create/Update a Custom Object Creates or updates a custom object.
Action Delete a Custom Object Deletes a custom object.
Query Search Custom Objects Searches custom objects and returns a list.
Action Fetch a Linked Custom Object Fetches a linked custom object.
Leads
Trigger Lead Created Triggers when a new lead is created in the selected account.
Trigger Lead Updated Triggers when a lead is updated in the selected account.
Action Create or Update a Lead Creates or updates a lead.
Action Delete a Lead Deletes a lead in particular account.
Action Add Lead to a List Adds the selected lead to a list.
Action Remove Lead from a List Removes the selected lead from a list.
Query Search Leads Searches for leads in the selected account and returns a list.
Query Search Leads in a List

Searches for leads in the selected list and returns a list of leads.
Action Fetch a Linked Lead Fetches a previously linked lead.
Action Look up a Lead Looks for a specific lead based on search criteria.

Note: If you do not see a particular list in the drop down, enter the list ID by clicking on the pencil icon in the List field and typing it in. The drop down field is limited to 300 lists.

Use Cases

Here are some use case examples to help you understand how to use the Marketo channel.

In this case we are using Marketo to update a Quickbase record when a new lead has been created.

  1. Add a Marketo Lead Created trigger step to trigger when a new lead has been created.
  2. Add a Quickbase Look Uo Records action to fiind the Quickbase record you want to update.
  3. Add a Quickbase Update Record action to update a record with the new lead information.
 

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