Marketo Engage

	Important
Any references to third-party products or services do not constitute Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! 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.

Important

Any references to third-party products or services do not constitute Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! 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 modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. enable you to search, retrieve, create or update leads and opportunities in your Marketo Engage account.

Getting Started with Marketo Engage

Prerequisites

A Marketo Engage account — you can create one at business.adobe.com/products/marketo.

Note

The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory!

Connecting Marketo Engage to Boost.space Integrator

Log in to your Marketo Engage account.
From the dashboard, click AdminA user role in Boost.space with comprehensive system access, including the ability to add, remove, and manage all system levels. Admins can oversee all users, configure system settings, create custom fields, and manage modules and addons. Admin can also access Integrator and manage automations..
In the left sidebar, navigate to Integration > LaunchPoint.
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.
Copy the Client ID and Client Secret in a safe place.
Go to Boost.space Integrator and open the Marketo Engage module’s Create a connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). dialog.

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.
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.

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 recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module..
Limit	Set the maximum number of leads Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

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
	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 usersCan use the system on a limited basis based on the rights assigned by the admin. in your Marketo Engage account:

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

Method: GET

The result can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body. In our example, 6 users were returned: