Integrating Marketo

Capabilities

DataGrail's Marketo Integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email
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

1. Log in to your Marketo instance.
2. Under Admin, select Security, and then Users & Roles.
3. Select Roles and then New Role.
4. Enter the following information for the new role:

Role Configuration

Role Name: dg_api_role

Description: We suggest you add something like, "Gives DataGrail limited access to data via authorized API"

Permissions: Under the Access API section, please add:

• Read-Only Activity
• Read-Only Activity Metadata
• Read-Only Campaign
• Read-Only Company
• Read-Only Custom Object
• Read-Only Named Account
• Read-Only Opportunity
• Read-Write Person
• Read-Write Sales Person

To support Responsible Data Discovery, the following permissions must also be added:

• Read-Write Schema Standard Field
• Read-Write Schema Custom Field
• Read-Only Activity Assets

5. Select Users and then Invite New User.
6. For Email, enter datagraildev+[your subdomain]@datagrail.io. There are no requirements for First Name and Last Name.
7. Select dg_api_role under Roles.
8. Check API Only and then Next to end the invitation to DataGrail.

info

[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

1. Within Marketo, navigate to Integration and then LaunchPoint.
2. Select New and then New Service.

Service Details

Display Name: DataGrail

Service: Custom

Description: Assist with GDPR, CCPA, and Data Privacy regulations

API Only User: Select the user created in Create New Role & API-Only User

3. 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

1. In Admin, select Integration, then Web Services.
2. Find the REST API section and copy the Endpoint.

Connect to DataGrail

warning

Please wait 10 minutes after completing the steps in Marketo before connecting the integration to DataGrail.

1. Navigate back to DataGrail.
2. Enter Client ID, Client Secret and Endpoint obtained from Marketo.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

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.