Product Guide Marketo Integration

Transcription

1 Product Guide Marketo Integration

2 Table of Contents Create an API Only User Role...3 Create an API Only User...6 Create a Custom Service for Use with REST API Create Custom Fields LeadGnome Response Type Values Connect LeadGnome To Marketo Mapping Custom Fields Field Cloning Marketo Online Help Reference Pages Page 2

3 Create an API Only User Role Note: If you already have an API Only Role, you can use it instead of creating a new role. The first step to integrate LeadGnome with your Marketo system is to create an API Only User role. To start, click on the Admin menu item from the top nav bar. Next, navigate to the Create New Role screen following these steps: 1. Click Users & Roles from the left-hand menu 2. Click Roles on the secondary nav 3. Click New Role from the Roles submenu Page 3

4 These navigation steps will bring up the Create New Role page. Perform the following actions to create your new role: 1. Name the role, typically API Role, in the Role Name field 2. Open the Access API section by clicking on the + symbol Page 4

5 3. Select Read-Write Lead by clicking on the checkbox 4. Click the CREATE button to complete the role setup Page 5

6 Create an API Only User The next step is to create a API Only User. This user will be leveraged for all API calls from LeadGnome to your Marketo system. To start, click on the Admin menu item from the top nav bar. Then, navigate to the Invite New User screen with following steps: 1. Click Users & Roles from the left-hand menu 2. Click Users on the secondary nav 3. Click Invite New User from the Users submenu Page 6

7 The Invite New User Step 1: Info screen will appear. Create the new user by following these steps: 1. Enter the address of the user 2. Enter the First Name of the user 3. Enter the Last Name of the user 4. Click the NEXT button Page 7

8 The Step 2: Permissions page will appear. Perform the following actions: 1. Select API Role (the role you created in the Create an API Only User Role process) from the Roles list 2. Select the API Only checkbox 3. Click the NEXT button Page 8

9 On the final page of this user creation process, Step 3 Message, simply click the SEND button. Page 9

10 Create a Custom Service for Use with REST API The next step is to create a Custom Service that identifies the LeadGnome application to your Marketo solution. To start, click on the Admin menu item from the top nav bar. Then navigate to the New Service screen by selecting LaunchPoint from the left-hand navigation and New from the Installed Services secondary menu. Page 10

11 This will bring up the New Service page. Fill in the information as follows: 1. Enter the Display Name, typically LeadGnome 2. Select Custom from the Service drop-down box 3. Enter a description (suggestion: Service for LeadGnome integration ) 4. Select the API User you created in the Create an API Only User step 5. Click the CREATE button Page 11

12 Create Custom Fields In your Marketo system, navigate to Admin > Database Management > Field Management > New Custom Field. Page 12

13 This will display the New Custom Field dialog box. Page 13

14 Using the New Custom Field dialog box, add each of the following LeadGnome custom fields. Field Name Type Description LG_Company String Lead s company name LG_ AddressType String Method used to obtain address found within response or inferred based on name LG_FirstName String Lead s first name LG_LastName String Lead s last name LG_MobilePhone String Lead s mobile phone LG_OfficePhone String Lead s office phone LG_New Address Lead s new address (only set when ResponseType is EXPRD). LG_ReferringPerson String address of the lead that referred the alternate lead LG_ResponseType String Category of reply (see table below) helpful for triggering Programs LG_ReturnDate Date Date an existing lead will return to the office LG_Subject String Subject of the reply LG_Title String Lead s title LG_UploadDate Datetime Date LeadGnome created or updated a contact record in the Marketo system LG_LeadOwner String (Optional) Used to specify ownership of lead record, if necessary. Page 14

15 LeadGnome Response Type Values For each new or updated Lead record in Marketo, LeadGnome writes a value into the LG_ResponseType field that indicates either the type of response for Responders, or the type of alternate lead for contacts identified within response s. If LeadGnome scanned a response from a Lead, it will write the value from the second column to LG_ResponseType. If the Lead is an alternate contact that was mined from a response, then LeadGnome will write the value from the third column to LG_ResponseType. Response Type Responder Mined Alternate BOUNCE Delivery Status Notification EXPRD Address Has Changed New Address HUMAN Personal Response LTC Left The Company Replacement OOO Out Of Office New Lead UNSUB Unsubscribe Request VERIFY SPAM Response Congratulations, you are finished with the setup in Marketo. Continue to complete the integration configuration in LeadGnome. Page 15

16 Connect LeadGnome to Marketo In order to integrate your LeadGnome account to your Marketo system, you will need to enter the following standard API information: Client ID Client Secret REST API Endpoint After logging into LeadGnome, perform the following steps: 1. Click on ACCOUNT of the left-hand menu 2. Click on 3rd Party Apps of the secondary menu 3. Click on the ADD button Page 16

17 Next, click on the Marketo icon to access the integration configuration screen. Page 17

18 Provide the following REST API information to configure your integration with Marketo: 1. Cut n paste your Client ID 2. Cut n paste your Client Secret 3. Cut n paste your REST Endpoint URL 4. Click the SAVE button Page 18

19 LeadGnome will configure and test your connection to Marketo. Click the FINISH button to return to the 3rd Party Apps screen. Next, click on the EDIT OPTIONS link. Then click the MAPPING button to go to the field mapping page. Page 19

20 Mapping Custom Fields The final step is to map each LeadGnome field to the corresponding Marketo REST API field that you created. To do so, simply select the appropriate field name in the drop down lists next to each field label. When you are finished, click the SAVE button to save your field mappings. Page 20

21 Field Cloning On the Mapping screen, click the CLONING button to bring up the Marketo Field Cloning screen. When LeadGnome mines a response from someone who already has a record in your application, you can direct us to copy information from that record to any new records we create. This can be used to duplicate attributes that are likely to be shared between the responder and the new contact, but are not found in the response . For example, if you select city, state and country from the Available Fields list and place them in the Fields to Clone list, LeadGnome will fill in the city, state and country fields of every Lead it creates with the corresponding values from the responder s Marketo Lead. Note: If clone fields are specified and the responder cannot be found in Marketo, a new Lead will not be created. To complete the Cloning configuration simply click the SAVE button. Congratulations, you have completed the integration of LeadGnome with your Marketo solution. Page 21

22 Marketo Online Help Reference Pages Create an API Only User Role Create an API Only User Create a Custom Service for Use with REST API Create Custom Fields Create Smart Lists Create Programs (advanced topic) Create Interesting Moments (advanced topic; requires Marketo Sales Insight) Page 22