Integrating Marketo
Capabilities
DataGrail's Marketo integration provides the following capabilities:
Product | Capability | ||||
---|---|---|---|---|---|
Request Manager |
| ||||
Live Data Map | System Detection, Data Discovery |
Before You Start
To successfully configure this integration, please ensure you have sufficient privileges:
- DataGrail User Role: Super Admin, Connections Manager
- Marketo User Role: Admin
Create New Role & API-Only User
- Log in to your Marketo instance.
- Under Admin, select Security, and then Users & Roles.
- Select Roles and then New Role.
- Enter the following information for the new role:
Role Configuration
- Select Users and then Invite New User.
- For Email, enter
datagraildev+[your subdomain]@datagrail.io
. There are no requirements for First Name and Last Name. - Select
dg_api_role
under Roles. - Check API Only and then Next to end the invitation to DataGrail.
[your subdomain]
should be replaced with your DataGrail subdomain, which can be found in the URL of your DataGrail instance. For example, if my DataGrail instance was smithco.datagrail.io
, my subdomain would be smithco
.
Add DataGrail as an Installed Service
- Within Marketo, navigate to Integration and then LaunchPoint.
- Select New and then New Service.
Service Details
- Within, LaunchPoint, locate the Client ID and Client Secret by selecting View Details on the newly created DataGrail Custom Service. Store these values in a safe location.
Locate Marketo Endpoint URL
- In Admin, select Integration, then Web Services.
- Find the REST API section and copy the Endpoint.
Connect to DataGrail
Please wait 10 minutes after completing the steps in Marketo before connecting the integration to DataGrail.
- In DataGrail, navigate to Integrations and select Configure New Integration to search for Marketo.
- Enter Client ID, Client Secret and Endpoint obtained from Marketo.
- Select Configure Integration.
Next Steps
Now that you've successfully connected the integration, check out the following resources:
Troubleshooting
If you are unable to successfully connect the integration, review these common troubleshooting steps:
Ensure Required Permissions Are Granted on API Keys/Resources
Review Required Account Types and User Roles
Technical Details
The Marketo integration uses the Marketo REST API:Access Type | Synchronous |
---|---|
Deletion Type | Synchronous |
API Documentation
Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.
Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.