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Marketo Engage

[Important] Important
Any references to third-party products or services do not constitute Boost.space Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Boost.space does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The Marketo Engage modules enable you to search, retrieve, create or update leads and opportunities in your Marketo Engage account.

Getting Started with Marketo Engage

Prerequisites

[Note] Note
The module dialog fields that are displayed in bold (in the Boost.space Integrator scenario, not in this documentation article) are mandatory!

Connecting Marketo Engage to Boost.space Integrator

  1. Log in to your Marketo Engage account.
  2. From the dashboard, click Admin.
  3. In the left sidebar, navigate to Integration > LaunchPoint.
  4. Click View Details, or add a new service to display the Client ID and Client Secret. To add a new service, click New > New Service.
  5. Copy the Client ID and Client Secret in a safe place.
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  6. Go to Boost.space Integrator and open the Marketo Engage module’s Create a connection dialog.
  7. Fill in the dialog fields as follows:
    Connection name Enter the name for the connection.
    Munchkin Account ID Enter the Munchkin Account ID. It can be found under Admin > Integration > Munchkin.

    Marketo_Engage_-_Munchkin.png
    Client ID Enter the Client ID you have obtained in step 4 above.
    Client Secret Enter the Client Secret you have obtained in step 4 above.
  8. Click the Continue button to establish the connection.

The connection is established. You can proceed with setting up the module.

Lead

Search Leads

Retrieves leads by filter settings.

Connection Establish a connection to your Marketo Engage account.
File Type Select or enter (map) the lead field to filter results by.
Filter Values Add values to filter on in the specified fields.
Include Response Fields Select which lead fields you want to return for each record.
Limit Set the maximum number of leads Boost.space Integrator will return during one execution cycle.

Get a Lead

Retrieves lead details.

Connection Establish a connection to your Marketo Engage account.
Lead ID Enter (map) the lead you want to retrieve details for.
Include Response Fields Select which lead fields you want to return for each record.

Create a Lead

Creates a new lead.

Connection Establish a connection to your Marketo Engage account.
Fields The fields are dynamically loaded based on your lead settings.

Some fields are not allowed when the External Company Id field has been filled. The External Company Idfield may be used to link the lead record to a company record.

Update a Lead

Updates an existing lead.

Connection Establish a connection to your Marketo Engage account.
Lead ID Enter (map) the ID of the lead you want to update.
Fields The fields are dynamically loaded based on your lead settings.

Some fields are not allowed when the External Company Id field has been filled. The External Company Idfield may be used to link the lead record to a company record.

Add Leads to a List

Adds leads to the lead list.

Connection Establish a connection to your Marketo Engage account.
Lead ID Enter (map) the ID of the lead you want to update.
Destination List Select the list or enter (map) the ID of the list you want to add the lead to.

Opportunity

Search Opportunities

Searches for opportunities by filter settings.

Connection Establish a connection to your Marketo Engage account.
File Type Select or enter (map) the opportunity field to filter results by.
Filter Values Add values to filter on in the specified fields.
Include Response Fields Select which opportunity fields you want to return for each record.
Limit Set the maximum number of opportunities Boost.space Integrator will return during one execution cycle.

Get an Opportunity

Retrieves opportunity details.

Connection Establish a connection to your Marketo Engage account.
Get an Opportunity Select the type of opportunity you want to retrieve details for.
ID Value Enter (map) the ID of the opportunity you want to retrieve details for.
Include Response Fields Select which opportunity fields you want to return for each record.

Create an Opportunity

Creates a new opportunity.

Connection Establish a connection to your Marketo Engage account.
Fields The fields are dynamically loaded based on your opportunity settings.

Name and External Opportunity Id fields are mandatory.

Update an Opportunity

Updates an existing opportunity.

Connection Establish a connection to your Marketo Engage account.
Opportunity ID Enter (map) the ID of the opportunity you want to update.
Fields The fields are dynamically loaded based on your lead settings.

Create an Opportunity Role

Creates a new opportunity role.

Connection Establish a connection to your Marketo Engage account.
Fields The fields are dynamically loaded based on your opportunity settings.

Lead ID and External Opportunity ID fields are mandatory. Use the Search button to find the desired values.

Object

Create/Update an Object

Creates or updates a custom object.

Connection Establish a connection to your Marketo Engage account.
Custom Object Name Enter (map) the ID of the object or select the object you want to create or update.
Fields The fields are dynamically loaded based on your object settings.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection Establish a connection to your Marketo Engage account.
URL Enter a path relative to https://{Munchkin Account ID}.mktorest.com. For example: /userservice/management/v1/users/allusers.json/.

[Note] Note
For the list of available endpoints, refer to the Marketo Engage API Documentation.
Method Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers Enter the desired request headers. You don’t have to add authorization headers; we added those for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use – List Users

The following API call returns all users in your Marketo Engage account:

URL: /userservice/management/v1/users/allusers.json/

Method: GET

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The result can be found in the module’s Output under Bundle > Body. In our example, 6 users were returned:

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