Steps for this integration:

  1. Create Marketo API Credentials
  2. Find your Marketo API Credentials
  3. Connect Marketo to your Interact App
  4. Map Interact Triggers to Marketo Actions
  5. Map Form Fields to Marketo Custom Fields

Create Marketo API Credentials:

Note: If you already have Marketo API credentials, you can skip this step.

Step 1
: Login to your Marketo account and navigate to Admin in the header menu.

Step 2: Under the Security heading in the left sidebar, click on Users & Roles.

Step 3: Under the Roles tab, click New Role.

Step 4: Enter a value for Role Name, under permissions Access API must be checked, then click Create.

Step 5: Under the Users tab, click Invite New User.

Step 6: Enter appropriate values for Email, First Name, and Last Name (the values do not need to be real for this step). Click Next to continue.

Step 7: In the next step, ensure the role you created in Step 4 is checked. Also, check the API Only checkbox. Click Next to continue.

Step 8: In the next step, click Send to complete.

Step 9: Under the Integration heading in the left sidebar, click on LaunchPoint.

Step 10: Under the Installed Services tab, click New -> New Service.

Step 11: Enter a value for Display Name, select Custom from the Service dropdown, enter a value for Description, and select the API Only User created in Step 8 from the dropdown. Click Create to complete.

Find your Marketo API Credentials:

Step 1: Login to your Marketo account and navigate to Admin in the header menu.

Step 2: Under the Integration heading in the left sidebar, click on LaunchPoint.

Step 3: Find the API service you created in the previous section, and click View Details.

Step 4: Here you will find your Marketo Client ID and Client Secret. These are required for the next setup steps.

Step 5: Under the Integration heading in the left sidebar, click on Web Services.

Step 6: Under the REST API section, you will find your REST API Endpoint. This is required for the next setup steps.

Connect Marketo to your Interact App:

Step 1: In the Interact app builder, under Connect your email list, choose Marketo from the list of integrations.

Step 2: Copy and paste your Marketo Client ID, Client Secret, and Rest API Endpoint and click Connect API.

Map Interact Triggers to Marketo Actions:

Step 1: In the following steps you will have the chance to map a set of Marketo actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or answers a specific quiz answer. To open the selection of Marketo actions to select, click on the Add Actions button:

Step 2: In the slideout menu, you will see a list of available actions to run in Marketo. The available actions are:

  • Add to List: Choose a Marketo contact list from the dropdown to add new contacts to a specific Marketo contact list. Example: For a quiz result trigger, you could connect different results to different contact lists to send autoresponders specific to the quiz result your customers received.
  • Update Custom Field: Choose a Marketo custom field from the dropdown to update the contact field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could choose the Marketo custom field "Quiz Result Title" from the dropdown and populate the field with the quiz result title for your quiz.

Step 3: Once finished with one trigger, you can select a different trigger from the left sidebar. When you have set all triggers that you need for your specific setup, be sure to click Save & Continue.

Map Form Fields to Marketo Custom Fields

Step 1: Here you will find an overview of the way your opt-in form fields are connected to Marketo custom fields. Default fields (cannot be changed): Email, First Name, Last Name, Company Name, Phone Number, Zip Code.

Step 2: For all other fields, choose one custom field from the dropdown that you would like to populate with the form value. Example: mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the Marketo custom field "Custom Field 1".

Step 3: When finished with mapping your form fields, be sure to click Save & Continue. If you find you need to make changes, you may edit the integration settings at any time. 

IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after changes have been saved.

Frequently Asked Questions

Will existing Marketo contacts be updated?

Yes, existing Marketo contacts will be updated with updated field values and be added to new lists.

How do you create new Marketo custom fields?

Step 1: Login to your Marketo account and navigate to Admin in the header menu.
Step 2
: Under the Database Management heading in the left sidebar, click on Field Management.
Step 3
: Under the Field Management tab, click New Custom Field.
Step 4: Select String from the Type dropdown and enter a value for Name (API Name should be auto-filled). Click Create to complete.

What will a new contact look like in Marketo?

The following screenshot is an example of what new contacts will look like as they populate into Marketo:

Did this answer your question?