In order to connect your Marketo instance to Madison Logic, you'll need to create a service within the LaunchPoint section of Marketo. Once the service is created, we'll be able to use the Marketo generated credentials to establish a connection between the two platforms.
Requirements:
- Marketo Admin access credentials
- Marketo API Only User
- Please note that you must create an API Only User Role before the API Only User can be created
- Depending on the integration, we'll need the below API Access:
- Marketo Lead Delivery
- Read-Write Lead
- Marketo Journey Acceleration
- Read-Only Activity
- Read-Only Activity Metadata
- Read-Only Campaign
- Read-Only Lead
- Read-Only Custom Object
- Read-Only Custom Object Type
- Read-Only Named Account
- Read-Only Named Account List
- Marketo ABM Signals
- Read-Write Activity - push activities to leads
- Read-Write Activity Metadata - Create activity type
- Read-Only Lead
- Marketo Lead Delivery
Creating a Service
- Have a Marketo Admin log into your Marketo Account
- Click Admin
- Click "LaunchPoint"
- In the header, select "New" > "New service"
- Enter a Display Name and select "Custom" from service dropdown list
- Add a description (ex: Madison Logic Integration) and select the email address associated with your API Only User. If this user and role hasn't been created, you can follow the steps here to do so.
- Click "Create"
- Click “View Details” next to the new service you just created
- Copy the “Client ID” and “Client Secret” codes in the popup window. Keep these handy, then click “Close”
- In the left-hand navigation click “Web Services” and copy the “Identity URL” underneath “REST API” section. Keep this handy as well