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Creating a Service within Marketo

Creating a Service within Marketo

Sept 04, 2020

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.

Prerequisites 

  • 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 for the following Marketo data objects: 

      • For Marketo Journey Acceleration functionality:

        1. Read-Only Access: Activity

        2. Read-Only Access:  Activity Metadata 

        3. Read-Only Access:  Campaign 

        4. Read-Only Access:  Person 

        5. Read-Only Access: Custom Object 

        6. Read-Only Access: Custom Object Type

        7. Read-Only Access:  Named Account 

        8. Read-Only Access:  Named Account List

      • For Marketo ABM Signals functionality:

        1. Read-Write Activity : Push activities to leads

        2. Read-Write Activity : Metadata - Create activity type

        3. Read-Only Access:  Person

Creating a Service 

  1. Have a Marketo Admin log into your Marketo Account

  2. Click Admin 

  3. Click LaunchPoint

  4. In the header, click New > New Service

  5. Enter a Display Name and select Custom from service dropdown list

  6. Add a description (ex: Madison Logic Integration) and select the email address associated with your API Only User. If this user and role haven't been created, you can follow the steps here to do so. Click Create

  7. Click View Details next to the new service you just created

  8. Copy the Client ID and Client Secret codes in the popup window. Keep these handy, then click Close

  9. In the left-hand navigation click Web Services and copy the Identity URL underneath REST API section. Keep this handy as well