FunnelEnvy's Marketo integration allows you to import leads for use in audience & goal conditions as well as PRO campaigns.


Once you have a FunnelEnvy platform account, log in and click on the “Integration Settings” tab. Add a Data Source of type Marketo. 



Step 1: Authentication

Once Marketo appears in your integration list click on the” icon and enter your API credentials for Marketo, check the "Active" checkbox and click on "Continue".



 




Obtaining Marketo Credentials

The following sections describe where to find the API credentials and settings in Marketo.


API Host  ( Web Service | REST API | Endpoint ) 


To locate this value,  the API Host in Marketo under the "Admin" section. Click on "Web Services" on the left navigation (under "Integration"). In the "REST API" section you should see a field called "Endpoint".




Client Id  ( NOT the SOAP API | User ID )

* This is not equivalent to the SOAP API User ID.  

 Follow the section “How to Generate an Authentication Token” in the following guide. : http://developers.marketo.com/blog/quick-start-guide-for-marketo-rest-api/

 Load the Account page by clicking your account name, and then “My Account”.

Navigate via the sidebar Admin > Integrations > Service.

The Client Id is located in the popup when clicking “Details” of your chosen API user.


Client Secret

Like the Client Id, the Client Secret is located in the popup when clicking “Details” of your chosen API user.


Step 2: Data Filtering


You may filter out specific fields in the Marketo Lead object using the Data Filtering options. Any unchecked fields will not be loaded into our data stores.





Step 3: Data Import

The final step in configuring the data import is to configure the Data Import. You may import all leads or specific lists in Marketo using the checkboxes. Once you save the integration is configured and FunnelEnvy will import data from Marketo on a scheduled basis.